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| Happy Holidays!! thanks for using AUM13F!! |
| Sentry Management Inc
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| CRD # | 107379 |
| SEC # | 801-38034 |
| CIK # | 0000089014, 0002004474, 0000869783, 0001541980, 0001430427 |
| AUM | $7.8 B (2025-03-11) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 940-696-2100 |
| Address | 5 Eureka Circle Wichita Falls, TX 76308-2900 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| VISA Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.0 |
| (b) Individuals (high net worth individuals) | 30 | 0.2 |
| (c) Banking or thrift institutions | 51 | 7.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 7.8 |
| By Discretionary | ||
| Discretionary | 36 | 0.3 |
| Non-Discretionary | 54 | 7.6 |
| Total | 90 | 7.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.8 | |
| Total | 90 | 7.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000089014] | |
| 13F-NT | [0000089014] | |
| 13F-HR | [0001430427] | |
| SC 13D | [0001430427] | |
| SC 13G | [0001430427] | |
| 13F-NT | [0001541980] | |
| 13F-HR | [0002004474] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pure Financial Advisors LLC
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|
CA | 8.0 |
|
Smith Shellnut Wilson LLC
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|
MS | 8.0 |
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Shuster Advisory Group LLC
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CA | 7.9 |
|
F L Putnam Investment Management Co
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|
MA | 7.7 |
|
Snowden Capital Advisors LLC
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|
NY | 7.6 |
|
Northwest Capital Management Inc
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OR | 7.6 |
|
Farther Finance Advisors LLC
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|
CA | 7.5 |
|
Intellicents Investment Solutions Inc
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|
MN | 7.4 |
|
Centaurus Financial Inc
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|
CA | 7.3 |
|
US Capital Wealth Advisors LLC
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|
TX | 7.3 |