SENTRY ADVISORS, LLC
CRD #174042 SEC #801-80730 SAN FRANCISCO, CA 415-229-9070
SEC Registered
Total AUM
$2.5B
Discretionary
$236.9M
Employees
4
Clients
25
Accounts
621
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.5B | $236.9M | $2.2B | 4 | 0 |
| Mar 2024 | $3B | $302.8M | $2.7B | 4 | 0 |
| Mar 2024 | $3B | $302.8M | $2.7B | 4 | 0 |
| Mar 2023 | $2B | $206.3M | $1.8B | 4 | 0 |
| Dec 2022 | $3B | $236.2M | $2.7B | 4 | 0 |
| Mar 2022 | $3B | $236.2M | $2.7B | 4 | 0 |
| Oct 2021 | $2.5B | $288.2M | $2.2B | 4 | 0 |
| Aug 2021 | $2.5B | $288.2M | $2.2B | 4 | 0 |
| Aug 2021 | $2.5B | $288.2M | $2.2B | 4 | 0 |
| Mar 2021 | $2.5B | $288.2M | $2.2B | 4 | 0 |
| Jan 2021 | $1.9B | $247.6M | $1.6B | 4 | 0 |
| Dec 2020 | $1.9B | $247.6M | $1.6B | 4 | 0 |
| Jun 2020 | $1.9B | $247.6M | $1.6B | 4 | 0 |
| Mar 2020 | $1.9B | $247.6M | $1.6B | 4 | 0 |
| Jun 2019 | $1.4B | $190.5M | $1.2B | 4 | 0 |
| Mar 2019 | $1.4B | $190.5M | $1.2B | 4 | 0 |
| Mar 2018 | $1.1B | $209.4M | $935.8M | 4 | 0 |
| Feb 2018 | $1.1B | $209.4M | $935.8M | 5 | 0 |
| Mar 2017 | $808.1M | $218.3M | $589.8M | 5 | 200 |
| Mar 2017 | $808.1M | $218.3M | $589.8M | 5 | 200 |
| Mar 2016 | $706M | $240M | $466M | 6 | 200 |
| Feb 2016 | $607.2M | $224.9M | $382.3M | 6 | 200 |
| Sep 2015 | $607.2M | $224.9M | $382.3M | 6 | 200 |
| Aug 2015 | $607.2M | $224.9M | $382.3M | 6 | 200 |
| May 2015 | $426.3M | $153.6M | $272.7M | 6 | 200 |
| Mar 2015 | $0 | $0 | $0 | 6 | 0 |
| Mar 2015 | $0 | $0 | $0 | 6 | 0 |
| Jan 2015 | $0 | $0 | $0 | 6 | 0 |
| Dec 2014 | $0 | $0 | $0 | 6 | 0 |
| Dec 2014 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$2.5B
Discretionary$236.9M
Non-Disc.$2.2B
Employees4
Clients0
DateMar 2024
Total AUM$3B
Discretionary$302.8M
Non-Disc.$2.7B
Employees4
Clients0
DateMar 2024
Total AUM$3B
Discretionary$302.8M
Non-Disc.$2.7B
Employees4
Clients0
DateMar 2023
Total AUM$2B
Discretionary$206.3M
Non-Disc.$1.8B
Employees4
Clients0
DateDec 2022
Total AUM$3B
Discretionary$236.2M
Non-Disc.$2.7B
Employees4
Clients0
DateMar 2022
Total AUM$3B
Discretionary$236.2M
Non-Disc.$2.7B
Employees4
Clients0
DateOct 2021
Total AUM$2.5B
Discretionary$288.2M
Non-Disc.$2.2B
Employees4
Clients0
DateAug 2021
Total AUM$2.5B
Discretionary$288.2M
Non-Disc.$2.2B
Employees4
Clients0
DateAug 2021
Total AUM$2.5B
Discretionary$288.2M
Non-Disc.$2.2B
Employees4
Clients0
DateMar 2021
Total AUM$2.5B
Discretionary$288.2M
Non-Disc.$2.2B
Employees4
Clients0
DateJan 2021
Total AUM$1.9B
Discretionary$247.6M
Non-Disc.$1.6B
Employees4
Clients0
DateDec 2020
Total AUM$1.9B
Discretionary$247.6M
Non-Disc.$1.6B
Employees4
Clients0
DateJun 2020
Total AUM$1.9B
Discretionary$247.6M
Non-Disc.$1.6B
Employees4
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$247.6M
Non-Disc.$1.6B
Employees4
Clients0
DateJun 2019
Total AUM$1.4B
Discretionary$190.5M
Non-Disc.$1.2B
Employees4
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$190.5M
Non-Disc.$1.2B
Employees4
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$209.4M
Non-Disc.$935.8M
Employees4
Clients0
DateFeb 2018
Total AUM$1.1B
Discretionary$209.4M
Non-Disc.$935.8M
Employees5
Clients0
DateMar 2017
Total AUM$808.1M
Discretionary$218.3M
Non-Disc.$589.8M
Employees5
Clients200
DateMar 2017
Total AUM$808.1M
Discretionary$218.3M
Non-Disc.$589.8M
Employees5
Clients200
DateMar 2016
Total AUM$706M
Discretionary$240M
Non-Disc.$466M
Employees6
Clients200
DateFeb 2016
Total AUM$607.2M
Discretionary$224.9M
Non-Disc.$382.3M
Employees6
Clients200
DateSep 2015
Total AUM$607.2M
Discretionary$224.9M
Non-Disc.$382.3M
Employees6
Clients200
DateAug 2015
Total AUM$607.2M
Discretionary$224.9M
Non-Disc.$382.3M
Employees6
Clients200
DateMay 2015
Total AUM$426.3M
Discretionary$153.6M
Non-Disc.$272.7M
Employees6
Clients200
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0