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Building 2THE SHERRY GROUP, INC.

Map pinMOUNTAIN HOME, AR
Phone870-425-8252
NotebookSEC #801-133990
Total AUM
$130.3M
Employees
6
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 E. 6TH STREET
MOUNTAIN HOME
AR 72653
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
870-425-8252
Other Offices
1

ReceiptFinancials

Total AUM
$130.3M
Accounts
469
Discretionary
$130.3M
Accounts
469
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
164
AUM
$45.6M
HNW Individual Clients
39
AUM
$84.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ADMINISTRATIVE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLILLAMOTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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