Gentry Financial
Firm details
- Headquarters
- ,
- CRD number
- 331696
- Website
- www.gentryfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.99%
- Individuals8.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Gentry Financial is an independent, individual-owned LLC that provides wealth management and financial planning to individuals and families. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of external advisers — the latter reflecting an active capital-allocation role rather than a purely do-it-all model. Fee arrangements include both a percentage-of-AUM component and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities30%
Owners & executives
1 of 1
Zachary Gentry
Founder, CEO and CCOCRD 6748106
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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