$2.4B Total AUM
$241.8M Disc. AUM
6.4% 3Y CAGR
4 Employees
183 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-06-2015
- Office Locations
- 1
Office Locations
100 Pine Street Suite 1250 SAN Francisco CA
About Sentry Advisors, LLC
Sentry Advisors is a San Francisco-based RIA providing objective, transparent financial advice with a strong focus on understanding client needs and risk tolerance. The firm supports both retail and institutional relationships and, per public filings, runs ETF-heavy portfolios. It emphasizes confidentiality and strict client privacy and leverages technology partnerships, including Tamarac.
Team overview
-- AVG AGE
$602.3M AVG AUM / ADVISOR
$13.2M AVG AUM / CLIENT
11.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
11yrs Firm Age
Insights
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Investment Themes
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Owner & Executives
ALEXANDER HIXON FLAGG
Managing Member, PRINCIPAL
- CRD
- #2145450
- Ownership
- 50% but less than 75%
Available
Available
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G
GREGORY SUTTON POWELL
Managing Member, PRINCIPAL
- CRD
- #2361930
- Ownership
- 50% but less than 75%
Available
Available
Available
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S
SUSANNA L HAN
--
- CRD
- #5337341
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,831,023 | $1,430,953 |
| Non-Discretionary | $2,167,194,501 | $4,711,292 |
| Total | $2,409,025,524 | $3,829,929 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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