SAN FRANCISCO SENTRY Overview
San Francisco Sentry Investment is an investment advisor that manages 234.5 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 192MM in positions, representing 82% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 192MM in positions, representing 82% of the manager's regulatory AUM.
SAN FRANCISCO SENTRY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SAN FRANCISCO SENTRY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
SAN FRANCISCO SENTRY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard E. Dirickson | Chairman/Director | July-1990 |
| Leon A. Root | Cfo | August-1998 |
| Julie T. Meissner | Chief Compliance Officer | June-2003 |
SAN FRANCISCO SENTRY Brokers, Custodians, Auditors and Administrators
| Type | Company |
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SAN FRANCISCO SENTRY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear.
Registrant provides its clients with individualized investment advice tailored to the investment objectives and financial situation of each client. Registrant’s methods of analysis include fundamental analysis, charting and technical analysis. Registrant offers advice on the following types of securities: (1) equities (exchange listed, over-the-counter and foreign issues); (2) warrants; (3) corporate debt securities; (4) municipal securities; (5) United States government securities and Certificates of Deposit; and (6) ETFs and mutual funds. These investments bear the risk of loss at any time due to unforeseen market, economic, interest rate, liquidity or other risks.
When appropriate to the needs of the client, Registrant may recommend the use of trading (securities sold within 30 days), margin transactions, ...
Unlock Full Investment Process Description
Investing in securities involves risk of loss that clients should be prepared to bear.
Registrant provides its clients with individualized investment advice tailored to the investment objectives and financial situation of each client. Registrant’s methods of analysis include fundamental analysis, charting and technical analysis. Registrant offers advice on the following types of securities: (1) equities (exchange listed, over-the-counter and foreign issues); (2) warrants; (3) corporate debt securities; (4) municipal securities; (5) United States government securities and Certificates of Deposit; and (6) ETFs and mutual funds. These investments bear the risk of loss at any time due to unforeseen market, economic, interest rate, liquidity or other risks.
When appropriate to the needs of the client, Registrant may recommend the use of trading (securities sold within 30 days), margin transactions, ...
Unlock Full Investment Process Description
SAN FRANCISCO SENTRY Portfolio Concentration
SAN FRANCISCO SENTRY Location
100 PINE STREET
SUITE 2700
SAN FRANCISCO, California
UNITED STATES, 94111
SUITE 2700
SAN FRANCISCO, California
UNITED STATES, 94111
SAN FRANCISCO SENTRY Contact Information
Phone Number: 415-229-9000
Fax Number: 415-434-8043
Website: null
Fax Number: 415-434-8043
Website: null
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