CRD: 146271
THE Sherry Group, Inc.
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- Custodian
- Folio Investments
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-06-2008
- Office Locations
- 1
Office Locations
About THE Sherry Group, Inc.
The Sherry Group provides customized consulting to mission-driven nonprofits, camps, and similar organizations, helping leaders plan and grow with purpose. Services include strategic planning, fundraising campaigns and feasibility support, master site planning and operations assessment, executive coaching/leadership transitions, and board governance consulting. Based in Boone, Iowa and serving clients nationwide, they also share sector insights via the Rest Hour Radio podcast.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
THOMAS RONALD CZANSTKOWSKI
Chief Compliance Officer
- CRD
- #3130697
- Ownership
- Less than 5%
H. RAYMOND SHERRY
President, Secretary Treasurer
- CRD
- #1020805
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SCOTT RAYMOND SHERRY
--
- CRD
- #4882347
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,308,548 | $277,843 |
| Non-Discretionary | $0 | -- |
| Total | $130,308,548 | $277,843 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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