SENTRY MANAGEMENT INC

5 Eureka Circle
Suite E
Wichita Falls, Texas 76308-2900
Tel: 940-696-2100

About SENTRY MANAGEMENT INC

SENTRY MANAGEMENT INC, formally registered with the SEC as SENTRY MANAGEMENT INC. The firm was established in 12/03/1990. They have over 1 offices throughout the country.

SENTRY MANAGEMENT INC is a Wichita Falls, Texas based Financial Planning firm with nearly $8,522,689,928 assets under management, offering retirement planning & investment advisory services to 102 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107379
SEC#	801-38034
Assets Managed by Firm	$8,522,689,928
No. of Clients	102
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees
Other (TRANSACTION BASED FEE ON MUNICIPAL BOND ISSUES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Security ratings or pricing services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	102	$8,522,689,928
Individuals (other than high net worth individuals)	7	$1,620,117
High net worth individuals	35	$164,250,217
Charitable organizations	2	$68,827,843
Corporations or other businesses	1	$98,165,320

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