Sentry, LLC

EST. AUM
$2,329,646,715

CONTACTS
1

CLIENT ACCOUNTS
251

Firm Details

Metro area Memphis
CRD Number 150593
Website sentryllc.com
Client types

Overview

Sentry LLC was founded to provide Family Office Services to a select few Clients by simplifying their lives. Sentry was registered with the Securities and Exchange Commission on June 24, 2009 The Firm provides superior investment advisory services to individuals, families, tax exempt institutions and retirement plans. The Principals have been in the investment business for combined 77 years. Sentry serves as a multi-family office for select families. They work with many other professionals such as investment advisors, accountants, attorneys, financial planners, bankers and others to implement investment programs that incorporate the investors' financial goals. The services offered by Sentry include: (1) creation of written goals and investment guidelines; (2) asset allocation studies to determine appropriate investment strategies for achieving the stated goals for each client; (3) searches, selection and retention of appropriate investment vehicles retained for implementing the client's

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sentry, LLC

Platform Details

Investment Preferences

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