SAN FRANCISCO SENTRY INVESTMENT GROUP
CRD #106257 SEC #801-44325 SAN FRANCISCO, CA 415-229-9000
SEC Registered Disclosures
Total AUM
$301.7M
Discretionary
$287.2M
Employees
6
Clients
--
Accounts
323
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $301.7M | $287.2M | $14.5M | 6 | 33 |
| Jun 2020 | $276.5M | $266.1M | $10.4M | 6 | 41 |
| Jun 2020 | $276.5M | $266.1M | $10.4M | 6 | 41 |
| Feb 2020 | $276.5M | $266.1M | $10.4M | 6 | 41 |
| Jan 2020 | $234M | $225.8M | $8.1M | 7 | 56 |
| Feb 2019 | $234M | $225.8M | $8.1M | 7 | 56 |
| Oct 2018 | $374.4M | $363.8M | $10.5M | 7 | 25 |
| May 2018 | $374.4M | $363.8M | $10.5M | 7 | 25 |
| Mar 2018 | $374.4M | $363.8M | $10.5M | 9 | 25 |
| Dec 2017 | $237.8M | $231.1M | $6.7M | 10 | 0 |
| Dec 2017 | $237.8M | $231.1M | $6.7M | 10 | 0 |
| Mar 2017 | $237.8M | $231.1M | $6.7M | 10 | 200 |
| Mar 2016 | $236.7M | $236.7M | $0 | 12 | 200 |
| Apr 2015 | $234.5M | $229M | $5.5M | 10 | 200 |
| Mar 2015 | $234.5M | $229M | $5.5M | 10 | 200 |
| Jan 2015 | $245.8M | $239.4M | $6.3M | 12 | 200 |
| Nov 2014 | $245.8M | $239.4M | $6.3M | 12 | 200 |
| Mar 2014 | $524.4M | $452.4M | $71.9M | 12 | 200 |
| Nov 2013 | $445M | $349M | $96M | 16 | 200 |
| Jul 2013 | $445M | $349M | $96M | 16 | 200 |
| Mar 2013 | $445M | $349M | $96M | 16 | 200 |
| Aug 2012 | $423.1M | $219.7M | $203.4M | 6 | 200 |
| Mar 2012 | $423.1M | $219.7M | $203.4M | 6 | 200 |
| Aug 2011 | $638.4M | $377.4M | $261M | 10 | -- |
| Jun 2011 | $876M | $615M | $261M | 10 | -- |
| Mar 2011 | $329.3M | $204.1M | $125.2M | 10 | -- |
| May 2010 | $294.2M | $293.5M | $677.8K | 10 | -- |
| Feb 2009 | $174M | $170.8M | $3.2M | 10 | -- |
| Mar 2008 | $279.5M | $274.8M | $4.7M | 10 | -- |
| Mar 2007 | $223.4M | $219.1M | $4.4M | 10 | -- |
| Mar 2006 | $208.8M | $205M | $3.9M | 10 | -- |
| May 2005 | $193M | $190M | $3M | 10 | -- |
| Aug 2004 | $185.5M | $182.9M | $2.6M | 10 | -- |
| Jul 2004 | $191.1M | $188.4M | $2.6M | 10 | -- |
| Mar 2002 | $318.2M | $169M | $149.1M | 10 | -- |
| Jul 2001 | $429.2M | $251.2M | $178M | 5 | -- |
| Jun 2001 | $429.2M | $251.2M | $178M | 5 | -- |
DateMar 2021
Total AUM$301.7M
Discretionary$287.2M
Non-Disc.$14.5M
Employees6
Clients33
DateJun 2020
Total AUM$276.5M
Discretionary$266.1M
Non-Disc.$10.4M
Employees6
Clients41
DateJun 2020
Total AUM$276.5M
Discretionary$266.1M
Non-Disc.$10.4M
Employees6
Clients41
DateFeb 2020
Total AUM$276.5M
Discretionary$266.1M
Non-Disc.$10.4M
Employees6
Clients41
DateJan 2020
Total AUM$234M
Discretionary$225.8M
Non-Disc.$8.1M
Employees7
Clients56
DateFeb 2019
Total AUM$234M
Discretionary$225.8M
Non-Disc.$8.1M
Employees7
Clients56
DateOct 2018
Total AUM$374.4M
Discretionary$363.8M
Non-Disc.$10.5M
Employees7
Clients25
DateMay 2018
Total AUM$374.4M
Discretionary$363.8M
Non-Disc.$10.5M
Employees7
Clients25
DateMar 2018
Total AUM$374.4M
Discretionary$363.8M
Non-Disc.$10.5M
Employees9
Clients25
DateDec 2017
Total AUM$237.8M
Discretionary$231.1M
Non-Disc.$6.7M
Employees10
Clients0
DateDec 2017
Total AUM$237.8M
Discretionary$231.1M
Non-Disc.$6.7M
Employees10
Clients0
DateMar 2017
Total AUM$237.8M
Discretionary$231.1M
Non-Disc.$6.7M
Employees10
Clients200
DateMar 2016
Total AUM$236.7M
Discretionary$236.7M
Non-Disc.$0
Employees12
Clients200
DateApr 2015
Total AUM$234.5M
Discretionary$229M
Non-Disc.$5.5M
Employees10
Clients200
DateMar 2015
Total AUM$234.5M
Discretionary$229M
Non-Disc.$5.5M
Employees10
Clients200
DateJan 2015
Total AUM$245.8M
Discretionary$239.4M
Non-Disc.$6.3M
Employees12
Clients200
DateNov 2014
Total AUM$245.8M
Discretionary$239.4M
Non-Disc.$6.3M
Employees12
Clients200
DateMar 2014
Total AUM$524.4M
Discretionary$452.4M
Non-Disc.$71.9M
Employees12
Clients200
DateNov 2013
Total AUM$445M
Discretionary$349M
Non-Disc.$96M
Employees16
Clients200
DateJul 2013
Total AUM$445M
Discretionary$349M
Non-Disc.$96M
Employees16
Clients200
DateMar 2013
Total AUM$445M
Discretionary$349M
Non-Disc.$96M
Employees16
Clients200
DateAug 2012
Total AUM$423.1M
Discretionary$219.7M
Non-Disc.$203.4M
Employees6
Clients200
DateMar 2012
Total AUM$423.1M
Discretionary$219.7M
Non-Disc.$203.4M
Employees6
Clients200
DateAug 2011
Total AUM$638.4M
Discretionary$377.4M
Non-Disc.$261M
Employees10
Clients--
DateJun 2011
Total AUM$876M
Discretionary$615M
Non-Disc.$261M
Employees10
Clients--
DateMar 2011
Total AUM$329.3M
Discretionary$204.1M
Non-Disc.$125.2M
Employees10
Clients--
DateMay 2010
Total AUM$294.2M
Discretionary$293.5M
Non-Disc.$677.8K
Employees10
Clients--
DateFeb 2009
Total AUM$174M
Discretionary$170.8M
Non-Disc.$3.2M
Employees10
Clients--
DateMar 2008
Total AUM$279.5M
Discretionary$274.8M
Non-Disc.$4.7M
Employees10
Clients--
DateMar 2007
Total AUM$223.4M
Discretionary$219.1M
Non-Disc.$4.4M
Employees10
Clients--
DateMar 2006
Total AUM$208.8M
Discretionary$205M
Non-Disc.$3.9M
Employees10
Clients--
DateMay 2005
Total AUM$193M
Discretionary$190M
Non-Disc.$3M
Employees10
Clients--
DateAug 2004
Total AUM$185.5M
Discretionary$182.9M
Non-Disc.$2.6M
Employees10
Clients--
DateJul 2004
Total AUM$191.1M
Discretionary$188.4M
Non-Disc.$2.6M
Employees10
Clients--
DateMar 2002
Total AUM$318.2M
Discretionary$169M
Non-Disc.$149.1M
Employees10
Clients--
DateJul 2001
Total AUM$429.2M
Discretionary$251.2M
Non-Disc.$178M
Employees5
Clients--
DateJun 2001
Total AUM$429.2M
Discretionary$251.2M
Non-Disc.$178M
Employees5
Clients--