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SENTRY MANAGEMENT INC
CRD 107379 · SEC 801-38034
5 EUREKA CIRCLE, SUITE E, WICHITA FALLS, TX, 76308-2900, United States
Phone
940-696-2100
Fax
940-696-2810
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.44B
Discretionary AUM
$334.8M
Team
5 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; TRANSACTION BASED FEE ON MUNICIPAL BOND ISSUES
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Publication of periodicalsSecurity ratingsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $175.0M |
| Banking/thrift institutions | 48 | $5.09B |
| Charitable organizations | 2 | $94.3M |
| State/municipal entities | 2 | $20.0M |
| Corporations/business entities | 2 | $65.4M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD