Sentry Investment Management is an investment advisor in Stevens Point with $1.73 bn assets under management.
Company profile
Employees
Location
Fiscal year end
Former names
Sentry Investment Management Inc
SEC CIK
IRS number
391126714
SEC advisor number
801-7942
FINRA CRD number
105176
AUM ?
$1.73 bn
(as of 25 Aug 22)
Accounts
2
(as of 25 Aug 22)
Employees
10
(6 investment advisory or research)
Address
Sentry Investment Management
1800 N POINT DR
STEVENS POINT
WI 54481
1800 N POINT DR
STEVENS POINT
WI 54481
Office hours
Monday - Friday, 8:00 A.M. TO 4:30 P.M.
Phone
7153466000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sentry Insurance Company | Shareholder | 06/1969 | > 75% |
Williams, Michael, J | Director | 11/2012 | < 5% |
McDonald, James, Elliot | President and Director | 03/2017 | < 5% |
Schroeder, Todd, Michael | Treasurer and Director | 03/2017 | < 5% |
Danczyk, Carla, Marie | Chief Compliance Officer | 08/2019 | < 5% |
Zanow, Raina, Marie | Assistant Secretary | 12/2021 | < 5% |
Kovac, Timothy, Kenneth | Secretary | 08/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21