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THE SHERRY GROUP, INC.
CRD 146271 · SEC 801-133990
5 E. 6TH STREET, MOUNTAIN HOME, AR, 72653, United States
Phone
870-425-8252
Fax
870-425-9223
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.3M
Discretionary AUM
$130.3M
Team
6 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; ADMINISTRATIVE FEES
Org form
Corporation
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $45.6M |
| High net worth individuals | 39 | $84.7M |
States served
AR, IL, LA, WI, MO, TX, FL
Official SEC filing: View on IAPD