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SENTRY WEALTH ADVISORS
TYLER, TX
903-561-4008
SEC #801-72118Total AUM
$75M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 INDEPENDENCE PLACE
SUITE #201
TYLER
TX 75703
United States
SUITE #201
TYLER
TX 75703
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
903-561-4008
Financials
Total AUM
$75M
Accounts
23Discretionary
$22.5M
Accounts
22Non-Discretionary
$52.5M
Accounts
1
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.