Sentry Advisors

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

100 Pine St Ste 1250, San Francisco, Cal...

Phone Number

(415) 229-9070

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Sentry Advisors

Sentry Advisors is a registered investment adviser dedicated to providing high-quality financial advice tailored to clients' needs and risk tolerance. The firm emphasizes a collaborative approach, leveraging partnerships with companies that excel in research and technology to deliver unique, objective, and confidential solutions. Their services are designed for individuals seeking personalized financial guidance and investment strategies. Sentry Advisors prioritizes client privacy and security, ensuring strict confidentiality of personal and financial information.Explore more
Sentry Advisors's Social MediaPopular SearchesSentry AdvisorsSentry Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Sentry Advisors Org Chart

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RP
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sentry Advisors

<$5M
11-50
Private
<$5M
2016
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonManager, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
1999
MC
Maureen CorriganOffice Manager
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, President & Manager, Private Wealth at Holliger Financial Consultants
Thomas HolligerPresident & Manager, Private Wealth
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sentry Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sentry Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sentry Advisors.

Sentry Advisors financials insights

Gather financial insights about Sentry Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Sentry Advisors's Financials Insights

Sentry Advisors Tech Stack

A closer look at the technologies used by Sentry Advisors

Top Finance Companies

Frequently Asked Questions Regarding Sentry Advisors

What is Sentry Advisors's official website?
Sentry Advisors's official website is www.sentryadv.com
What is Sentry Advisors's Revenue?
Sentry Advisors's revenue is <$5 Million
What is Sentry Advisors's SIC code?
Sentry Advisors's SIC: 62,628
What is Sentry Advisors's NAICS code?
Sentry Advisors's NAICS: 52,523
How many employees does Sentry Advisors have?
Sentry Advisors has 11-50 employees
What industry does Sentry Advisors belong to?
Sentry Advisors is in the industry of: Finance, Securities Trading
What is Sentry Advisors competition?
Sentry Advisors top competitors include: Holliger Financial Consultants, Wealth Advisory Services, Lawrence Russell, Casco Bay Wealth Advisors
What technology does Sentry Advisors use?
Some of the popular technologies that Sentry Advisors uses are: Google Font API, Microsoft 365, GoDaddy SSL Certificates, GoDaddy Web Hosting
How do I contact Sentry Advisors?
Sentry Advisors contact info: Phone number: (415) 229-9070 Website: www.sentryadv.com
What does Sentry Advisors do?

Sentry Advisors is a registered investment adviser dedicated to providing high-quality financial advice tailored to clients' needs and risk tolerance. The firm emphasizes a collaborative approach, leveraging partnerships with companies that excel in research and technology to deliver unique, objective, and confidential solutions. Their services are... designed for individuals seeking personalized financial guidance and investment strategies. Sentry Advisors prioritizes client privacy and security, ensuring strict confidentiality of personal and financial information.Read More

What are Sentry Advisors social media links?
Sentry Advisors Linkedin page Sentry Advisors Twitter page
Is Sentry Advisors a public company?
Sentry Advisors is private company therefore does not currently have an official ticker symbol
See more information about Sentry Advisors

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