SENTRY INVESTMENT MANAGEMENT, L.L.C.
  • SENTRY INVESTMENT MANAGEMENT, L.L.C.
  • SENTRY INVESTMENT MANAGEMENT INC

Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 11/14/1971
ADV Location STEVENS POINT, WI, United States
Contact Info 715 xxxxxxx
AUM* 1,434,035,455 0%
of that, discretionary 1,434,035,455 0%
Number of Employees 10 -9%
of those in investment advisory functions 8 14%
Private Fund GAV* 0
Avg Account Size 717,017,728 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

15B 13B 11B 9B 7B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908363 Stock NameVANGUARD EXTENDED MKT INDEX FU $ Position$145,741 % Position100.00% $ Change30454.00% # Change31950.00%

Brochure Summary