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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ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
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