linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sentry, LLC

Headquartered in MEMPHIS, TN

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Sentry, LLC is an investment adviser based in Memphis, TN with over $2.37 billion in assets under management. The firm primarily serves corporations, individuals, and pooled investment vehicles, offering services including portfolio management for businesses, individuals, and pooled investment vehicles, as well as selection of other advisers.

Sentry, LLC

555 PERKINS EXT

MEMPHIS, TN 38117

$2.38B

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Project fee based

Branch Locations (1)

SENTRY, LLC has a total of 1 branch locations across the country.
location

MEMPHIS, TN

Advisors at Sentry, LLC

View All 2 Advisors
Unclaimed
Andrew David Hursey

CFA®, RA

MEMPHIS, TN

View Profile
Unclaimed
Joseph Mccaughan Morrison

CFA®, RA

MEMPHIS, TN

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Sentry, LLC is right for you?

Disclosures

There are no public disclosures for Sentry, LLC.

Frequently Asked Questions (8)

Not sure if Sentry, LLC is right for you?