|
⚲
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| Sentry Advisors LLC
✚
| |
|---|---|
| CRD # | 174042 |
| SEC # | 801-80730 |
| CIK # | |
| AUM | $3.0 BB (2024-03-13) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 415-229-9070 |
| Address | 100 Pine Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 0.0 |
| (b) Individuals (high net worth individuals) | 111 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 34 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 577 | 3.0 |
| By Discretionary | ||
| Discretionary | 183 | 0.3 |
| Non-Discretionary | 394 | 2.7 |
| Total | 577 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 577 | 3.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Confluence Wealth Services Inc
✚
|
PA | 3.1 |
|
Capital Generation Partners LLP
✚
|
3.1 | |
|
Bryn Mawr Capital Management LLC
✚
|
PA | 3.0 |
|
Oberweis Asset Management Inc
✚
|
IL | 3.0 |
|
G W Henssler & Associates Ltd
✚
|
GA | 3.0 |
|
Sound Shore Management Inc
✚
|
CT | 3.0 |
|
Highpoint Advisor Group LLC
✚
|
IL | 3.0 |
|
Johnson Sterling Inc
✚
|
AL | 3.0 |
|
Pallas Capital Advisors LLC
✚
|
MA | 3.0 |
|
Beaumont Financial Advisors LLC
✚
|
MA | 3.0 |