P. RICHARD PERRYMAN
Legal name: SENTRY WEALTH ADVISORS
CRD #156089 SEC #801-72118 TYLER, TX 903-561-4008
SEC Registered
Total AUM
$75M
Discretionary
$22.5M
Employees
1
Clients
0
Accounts
23
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $75M | $22.5M | $52.5M | 1 | 11 |
| May 2012 | $75M | $22.5M | $52.5M | 1 | 11 |
| Mar 2012 | $75M | $22.5M | $52.5M | 1 | 11 |
| Jun 2011 | $82M | $16.8M | $65.2M | 5 | -- |
| Jun 2011 | $82M | $16.8M | $65.2M | 5 | -- |
| Jun 2011 | $82M | $82M | $0 | 5 | -- |
| May 2011 | $82M | $82M | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
DateMay 2012
Total AUM$75M
Discretionary$22.5M
Non-Disc.$52.5M
Employees1
Clients11
DateMay 2012
Total AUM$75M
Discretionary$22.5M
Non-Disc.$52.5M
Employees1
Clients11
DateMar 2012
Total AUM$75M
Discretionary$22.5M
Non-Disc.$52.5M
Employees1
Clients11
DateJun 2011
Total AUM$82M
Discretionary$16.8M
Non-Disc.$65.2M
Employees5
Clients--
DateJun 2011
Total AUM$82M
Discretionary$16.8M
Non-Disc.$65.2M
Employees5
Clients--
DateJun 2011
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--