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| Happy Holidays!! thanks for using AUM13F!! |
| Sentry Advisors LLC
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| CRD # | 174042 |
| SEC # | 801-80730 |
| CIK # | |
| AUM | $2.5 B (2025-03-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 415-229-9070 |
| Address | 100 Pine Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 0.0 |
| (b) Individuals (high net worth individuals) | 119 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 34 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 621 | 2.5 |
| By Discretionary | ||
| Discretionary | 170 | 0.2 |
| Non-Discretionary | 451 | 2.2 |
| Total | 621 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 621 | 2.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meeder Asset Management Inc
✚
|
OH | 2.5 |
|
Stokes Family Office LLC
✚
|
LA | 2.5 |
|
Kingswood Wealth Advisors LLC
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CA | 2.5 |
|
Bedel Financial Consulting Inc
✚
|
IN | 2.5 |
|
Kathmere Capital Management LLC
✚
|
PA | 2.5 |
|
Stadion Money Management LLC
✚
|
GA | 2.5 |
|
Giverny Capital Inc
✚
|
2.5 | |
|
MMBG Investment Advisors Co
✚
|
FL | 2.5 |
|
McInroy & Wood Limited
✚
|
2.5 | |
|
Granahan Investment Management LLC
✚
|
MA | 2.5 |