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The Sherry Group, Inc.

EST. AUM
$130,308,548

CONTACTS
1

CLIENT ACCOUNTS
469

Firm Details

Metro area Little Rock
CRD Number 146271
Website -
Client types

Overview

The Sherry Group, Inc. (TSGI) is an SEC-registered investment adviser headquartered in Mountain Home, Arkansas. Founded on April 1, 2008, after its advisors transitioned from Paragon Advisors, the firm is privately owned by H. Raymond Sherry and Jeri Sherry through The Sherry Family Trust. TSGI serves individuals, families, trusts, retirement plans, and institutions, offering fiduciary-based wealth management solutions with a client-first approach.

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Address

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

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