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Building 2SENTRY MANAGEMENT INC

Map pinWICHITA FALLS, TX
Phone940-696-2100
NotebookSEC #801-38034
Total AUM
$5.4B
Employees
5
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 EUREKA CIRCLE
SUITE E
WICHITA FALLS
TX 76308-2900
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
940-696-2100

ReceiptFinancials

Total AUM
$5.4B
Accounts
88
Discretionary
$334.8M
Accounts
38
Non-Discretionary
$5.1B
Accounts
50

ContactClients

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HNW Individual Clients
34
AUM
$175M
Banking Clients
48
AUM
$5.1B
Charitable Organization Clients
2
AUM
$94.3M
Government Entity Clients
2
AUM
$20M
Corporation or Business Clients
2
AUM
$65.4M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPublicationsSecurities Ratings
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TRANSACTION BASED FEE ON MUNICIPAL BOND ISSUES

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
TX

HandshakeAffiliates

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

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