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SENTRY, LLC

CRD 150593 · SEC 801-70290

Visit website

6070 POPLAR AVENUE, SUITE 700, MEMPHIS, TN, 38119, United States

Phone

901-820-0515

Fax

901-820-0517

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.33B

Discretionary AUM

$599.8M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; PROJECT FEE BASED

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals18$6.9M
High net worth individuals51$879.8M
Corporations/business entities5$1.44B

States served

GA, LA, TN

All web addresses on file

Official SEC filing: View on IAPD