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Building 2SENTRY, LLC

Map pinMEMPHIS, TN
Phone901-820-0515
NotebookSEC #801-70290
Total AUM
$2.3B
Employees
4
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6070 POPLAR AVENUE
SUITE 700
MEMPHIS
TN 38119
United States
Operating Hours
8:30AM-4:00PM CENTRAL
Monday - Friday
Phone
901-820-0515
Other Offices
1

ReceiptFinancials

Total AUM
$2.3B
Accounts
251
Discretionary
$599.8M
Accounts
213
Non-Discretionary
$1.7B
Accounts
38

ContactClients

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Individual Clients
18
AUM
$6.9M
HNW Individual Clients
51
AUM
$879.8M
Corporation or Business Clients
5
AUM
$1.4B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT FEE BASED

Shield checkCompliance

Disclosures

None reported

State Registrations
GALATN

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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