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Home > Retirement Planners > tennessee > memphis > SENTRY, LLC
SENTRY, LLC
555 Perkins Ext
Suite 400
Memphis, Tennessee 38117
Tel: 901-820-0515
About SENTRY, LLC
SENTRY, LLC, formally registered with the SEC as SENTRY, LLC. The firm was established in 06/24/2009. They have over 1 offices throughout the country.
SENTRY, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $2,378,668,173 assets under management, offering retirement planning & investment advisory services to 259 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150593 |
| SEC# | 801-70290 |
| Assets Managed by Firm | $2,378,668,173 |
| No. of Clients | 259 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (PROJECT FEE BASED)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 259 | $2,378,668,173 |
| Individuals (other than high net worth individuals) | 11 | $3,207,171 |
| High net worth individuals | 51 | $1,078,165,089 |
| Corporations or other businesses | 5 | $1,295,510,363 |
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