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SENTRY ADVISORS, LLC

SAN FRANCISCO, CA · CRD 174042 · IAPD ↗ · sentryadv.com · 415-229-9070

$2.41BRegulatory AUM
4Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2024 — SENTRY ADVISORS, LLC reported RAUM up 50% ($2.01B -> $3.01B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.