Sentry Management Inc

RIASEC RegisteredEst. 1990

Total AUM

$5.4B

Discretionary

$335M

6% of AUM

Avg account

$61.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Wichita Falls, Texas
CRD number: 107379
Registered since: December 3, 1990
Website: www.sentrymanagement.com
Custodians: FEDERAL HOME LOAN BANK OF DALLAS, THE INDEPENDENT BANKERBANK, FROST BROKERAGE SERVICES, INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Banking / Thrift Institutions93.48%
HNWI3.22%
Charitable Organizations1.73%
Corporations / Businesses1.2%
State / Municipal Government0.37%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsSecurity Ratings / Pricing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sentry Management Inc. is a corporation operating as an institutional registered investment adviser since 1990. The firm is owner-operated and serves both individual & family clients and institutional clients. Its compensation comes through a mix of percentage-of-AUM fees, fixed fees, and other arrangements. Sentry is registered as a municipal advisor and lists advisory activities that include portfolio management for individuals, small businesses and institutions, publication of periodicals or newsletters, security pricing or ratings services, and delivery of educational seminars and workshops. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.