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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- MeridianVector atlas +more
- Established Date
- 06-13-2024
- Office Locations
- 1
Office Locations
About Gentry Financial
Gentry Financial is a small, nimble advisory firm providing ongoing financial planning and investment management for retail clients. The firm tackles retirement, tax, and estate questions, coordinating with outside tax and legal professionals, and manages diversified portfolios with a focus on after-fee/after-tax results using tools like tax-loss harvesting and appreciated-asset gifting. Client access includes Schwab and RightCapital portals.
Team overview
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Investment Themes
Investment Vehicles
Services
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Owner & Executives
Zachary Ryan Gentry
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Owner
- CRD
- #6748106
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,657,268 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,657,268 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,657,268
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,283,300,231 | 59.7% |
| Equity - Exchange | $866,281,395 | 40.3% |
| Total | $2,149,581,626 | 100.0% |