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Home > Retirement Planners > wisconsin > stevens point > SENTRY INVESTMENT MANAGEMENT, L.L.C.
SENTRY INVESTMENT MANAGEMENT, L.L.C.
1800 North Point Drive
Stevens Point, Wisconsin 54481
Tel: 715-346-6000
About SENTRY INVESTMENT MANAGEMENT, L.L.C.
SENTRY INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as SENTRY INVESTMENT MANAGEMENT, LLC. The firm was established in 11/14/1971. They have over 1 offices throughout the country.
SENTRY INVESTMENT MANAGEMENT, L.L.C. is a Stevens Point, Wisconsin based Financial Planning firm with nearly $1,434,958,578 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105176 |
| SEC# | 801-7942 |
| Assets Managed by Firm | $1,434,958,578 |
| No. of Clients | 2 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $1,434,958,578 |
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