Investment adviser · CRD 156089

SENTRY WEALTH ADVISORS

Investment adviser filing (IA)

P. RICHARD PERRYMAN

TYLER, TX, United States · Form ADV filed May 21, 2012

Regulatory AUM
$75M
Form ADV · Item 5.F
Client accounts
23
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 21, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

100 INDEPENDENCE PLACE, SUITE #201
TYLER, TX, 75703, United States

CRD 156089

Filing source

Form ADV 648238 · May 21, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.