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Home > Retirement Planners > texas > wichita falls > SENTRY MANAGEMENT INC
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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