Sentra Securities Corporation (Phoenix)

Sentra Securities Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and security ratings or pricing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sentra Securities Corporation: assets under management

The assets under management (AUM) of Sentra Securities Corporation is $258.82 million. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.94 million in discretionary accounts and $245.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.6 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $37.89 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sentra Securities Corporation for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sentra Securities Corporation

Richard Paul Woltman has been acting as President since 1 Mar 1990. Susanne Marie Denby joined the executive team most recently as the Vice President, Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 7 indirect owners.

Based in Phoenix

The principal office where Sentra Securities Corporation performs its advisory services is located at 2800 N Central Ave, Phoenix, AZ 85004 The mailing address of the firm is P.O. Box 2280, Phoenix, AZ 85002 2280. An additional office of the firm is in Sarasota, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602 744 3000 or by fax 602 744 3168. The normal business hours are 7:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.sentraspelman.com.

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