The Sherry Group, Inc.

The Sherry Group, Inc. (CRD# 146271) is a financial advisory firm headquartered in Mountain Home, AR. They manage $80,801,572 in 432 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
5 E. 6th Street, Mountain Home, AR 72653
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $187,041
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, FL, IL, MO, TX, WI

Financial Advisors at The Sherry Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Thomas Czanstkowski, financial advisor Mountain Home AR
Thomas R. Czanstkowski
CRD#: 3130697
5 E. 6th Street, Mountain Home, AR 72653

Thomas Czanstkowski (CRD# 3130697) is an Investment Advisor Representative working at The Sherry Group, Inc. in Mountain Home, AR and has over 25 years of experience in the finance industry.

2
Daniel Frost, financial advisor Harvard IL
Daniel L. Frost
CRD#: 1004213
306 Johnson Street, Harvard, IL 60033

Daniel Frost (CRD# 1004213) is an Investment Advisor Representative working at The Sherry Group, Inc. in Harvard, IL and has over 22 years of experience in the finance industry.

3
H. Raymond Sherry, financial advisor Mountain Home AR
H. Raymond Sherry
CRD#: 1020805
5 E. 6th Street, Mountain Home, AR 72653

H. Raymond Sherry (CRD# 1020805) is an Investment Advisor Representative working at The Sherry Group, Inc. in Mountain Home, AR and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals