Overview
Assets Under Management: $374 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 108
Average Client Assets: $2.8 million
Frequently Asked Questions
SAN FRANCISCO SENTRY INVESTMENT GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106257), SAN FRANCISCO SENTRY INVESTMENT GROUP is subject to fiduciary duty under federal law.
SAN FRANCISCO SENTRY INVESTMENT GROUP is headquartered in SAN FRANCISCO, CA.
SAN FRANCISCO SENTRY INVESTMENT GROUP serves 108 high-net-worth clients according to their SEC filing dated October 17, 2018. View client details ↓
According to their SEC Form ADV, SAN FRANCISCO SENTRY INVESTMENT GROUP offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SAN FRANCISCO SENTRY INVESTMENT GROUP manages $374 million in client assets according to their SEC filing dated October 17, 2018.
According to their SEC Form ADV, SAN FRANCISCO SENTRY INVESTMENT GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.10%
Average Client Assets: $2.8 million
Total Client Accounts: 603
Discretionary Accounts: 599
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 106257
Filing ID: 1246335
Last Filing Date: 2018-10-17 12:02:00