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Sentry Advisors, LLC

● SEC registered since 2015CRD 174042SEC# 801-80730San Francisco, CA
Export (members)
Reg. AUM
$2.47B
Employees
4
Accounts
621
Location
San Francisco, CA

Sentry Advisors, LLC assets under management

Sentry Advisors, LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2015. It reports $2.5 billion in regulatory assets under management and employs 4 people.
sentryadv.comView on SEC.gov ↗

Sentry Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Alexander Hixon Flagg ControlManaging Member/ Principal50-75%2015
Elizabeth A Ly ControlChief Compliance OfficerUnder 5%2018
Gregory Sutton Powell ControlManaging Member/ Principal50-75%2015

Frequently asked questions

How much does Sentry Advisors, LLC manage?

Sentry Advisors, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Sentry Advisors, LLC have?

Sentry Advisors, LLC reports 4 employees.

Where is Sentry Advisors, LLC located?

Sentry Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2015.

Does Sentry Advisors, LLC disclose fund performance?

Sentry Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Pine Street, Suite 1250, San Francisco, CA 94111
Phone415-229-9070
Fax415-434-8043
Office hours6:00 a.m. To 3:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$236.9M
Non-discretionary$2.23B
Total (RAUM)$2.47B