Investment adviser · CRD 106257
SAN FRANCISCO SENTRY INVESTMENT GROUP
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Mar 11, 2021
- Regulatory AUM
- $302M Form ADV · Item 5.F
- Client accounts
- 323 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 56 | $257,485,590 | 85.3% |
| Individuals | 91 | $38,663,823 | 12.8% |
| Corporations & businesses | Fewer than 5 | $3,892,598 | 1.3% |
| Retirement plans | Fewer than 5 | $1,681,910 | 0.6% |
Filing source
Form ADV 1506518 · Mar 11, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2021. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
100 PINE STREET, SUITE 2700SAN FRANCISCO, CA, 94111, United States
CRD 106257
Filing source
Form ADV 1506518 · Mar 11, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.