Sentry Wealth, Inc.

Sentry Wealth, Inc. (CRD# 171345) is a financial advisory firm headquartered in Asheville, NC. They manage $1,683,952 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $76,543
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Sentry Wealth, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey M. Cooper
CRD#: 6366670
28 Schenck Pkwy, Bldg2b, Suite 200, Asheville, NC 28803
89
Wealthminder
score

Jeffrey Cooper (CRD# 6366670) is an Investment Advisor Representative working at Sentry Wealth, Inc. in Asheville, NC and has over 2 years of experience in the finance industry.

2
Natalie M. Cooper
CRD#: 6437048
28 Schenck Pkwy, Bldg2b, Suite 200, Asheville, NC 28803
88
Wealthminder
score

Natalie Cooper (CRD# 6437048) is an Investment Advisor Representative working at Sentry Wealth, Inc. in Asheville, NC and has over 2 years of experience in the finance industry.

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