SENTRY ADVISORS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 174042). Regulatory assets under management: $2.4B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Gregory Sutton Powell | MANAGING MEMBER/ PRINCIPAL | — |
| Alexander Hixon Flagg | MANAGING MEMBER/ PRINCIPAL | — |
| Elizabeth A Ly | CHIEF COMPLIANCE OFFICER | — |
| ROOT LEON ARTHUR | CFO; MANAGING MEMBER - CFO | — |
| MEISSNER JULIE THERESE | CCO; MANAGING MEMBER - CCO | — |
| POWELL GREGORY SUTTON | MANAGING MEMBER; MANAGING MEMBER/ PRINCIPAL | — |
| FLAGG ALEXANDER HIXON | MANAGING MEMBER; MANAGING MEMBER/ PRINCIPAL | — |
| LY ELIZABETH A | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ISSAQUAH | WA | 2 | 415-229-9071 |
| ISSAQUAH | WA | 2 | 415-229-9071 |