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Building 2GENTRY PRIVATE WEALTH

Map pinWICHITA, KS
Phone316-613-7570
NotebookSEC #801-126629
Total AUM
$307.7M
Employees
8
Clients
257

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8415 E. 21ST STREET, NORTH
SUITE 150
WICHITA
KS 67206
United States
Operating Hours
8:30 A.M. TO 4:00 P.M.
Monday - Friday
Phone
316-613-7570

ReceiptFinancials

Total AUM
$307.7M
Accounts
800
Discretionary
$265.5M
Accounts
787
Non-Discretionary
$42.3M
Accounts
13

ContactClients

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Individual Clients
153
AUM
$51.3M
HNW Individual Clients
88
AUM
$183.1M
Pension/Profit Sharing Plan Clients
13
AUM
$42.3M
Charitable Organization Clients
2
AUM
$28.6M
Corporation or Business Clients
1
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAKSMONETX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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