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Building 2SENTRY INVESTMENT MANAGEMENT, L.L.C.

Map pinSTEVENS POINT, WI
Phone715-346-6000
NotebookSEC #801-7942
Total AUM
$1.4B
Employees
10
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 NORTH POINT DRIVE
STEVENS POINT
WI 54481
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
715-346-6000

ReceiptFinancials

Total AUM
$1.4B
Accounts
2
Discretionary
$1.4B
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Other Clients
2
AUM
$1.4B
Description of Other Clients
SEPARATE ACCOUNTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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