SENTRY INVESTMENT MANAGEMENT, L.L.C.
CRD #105176 SEC #801-7942 STEVENS POINT, WI 715-346-6000
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
11
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.4B | $0 | 11 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 11 | 0 |
| Jul 2023 | $1.3B | $1.3B | $0 | 10 | 0 |
| Mar 2023 | $1.3B | $1.3B | $0 | 10 | 0 |
| Aug 2022 | $1.7B | $1.7B | $0 | 10 | 0 |
| Mar 2022 | $1.7B | $1.7B | $0 | 10 | 0 |
| Mar 2021 | $15.2B | $15.2B | $0 | 14 | 0 |
| May 2020 | $14B | $14B | $0 | 15 | 0 |
| Sep 2019 | $12.8B | $12.8B | $0 | 14 | 0 |
| Apr 2019 | $12.8B | $12.8B | $0 | 14 | 0 |
| Mar 2019 | $12.8B | $12.8B | $0 | 14 | 0 |
| Apr 2018 | $12.9B | $12.9B | $0 | 15 | 0 |
| Mar 2018 | $12.9B | $12.9B | $0 | 15 | 0 |
| Mar 2017 | $13B | $13B | $0 | 15 | 11 |
| Mar 2016 | $12.2B | $12.2B | $0 | 15 | 11 |
| Jul 2015 | $11.6B | $11.6B | $0 | 15 | 11 |
| Apr 2015 | $11.6B | $11.6B | $0 | 15 | 11 |
| Mar 2014 | $10.9B | $10.9B | $0 | 15 | 11 |
| Oct 2013 | $9.8B | $9.8B | $0 | 15 | 11 |
| May 2013 | $9.8B | $9.8B | $0 | 15 | 11 |
| Mar 2013 | $9.8B | $9.8B | $0 | 15 | 11 |
| Apr 2012 | $9B | $9B | $0 | 11 | 11 |
| Aug 2010 | $8.5B | $8.5B | $0 | -- | -- |
| Jun 2010 | $8.5B | $8.5B | $0 | -- | -- |
| Mar 2010 | $8.5B | $8.5B | $0 | -- | -- |
| May 2009 | $8.2B | $8.2B | $0 | -- | -- |
| Mar 2008 | $8.4B | $8.4B | $0 | -- | -- |
| Mar 2007 | $8B | $8B | $0 | 10 | -- |
| Jan 2007 | $7.4B | $7.4B | $0 | 10 | -- |
| Mar 2006 | $7.4B | $7.4B | $0 | 10 | -- |
| Sep 2005 | $6.8B | $6.8B | $0 | 10 | -- |
| Mar 2004 | $6.2B | $6.2B | $0 | 10 | -- |
| Mar 2002 | $5.9B | $5.9B | $0 | 10 | -- |
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateJul 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$0
Employees14
Clients0
DateMay 2020
Total AUM$14B
Discretionary$14B
Non-Disc.$0
Employees15
Clients0
DateSep 2019
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees14
Clients0
DateApr 2019
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees14
Clients0
DateApr 2018
Total AUM$12.9B
Discretionary$12.9B
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$12.9B
Discretionary$12.9B
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees15
Clients11
DateMar 2016
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees15
Clients11
DateJul 2015
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees15
Clients11
DateApr 2015
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees15
Clients11
DateMar 2014
Total AUM$10.9B
Discretionary$10.9B
Non-Disc.$0
Employees15
Clients11
DateOct 2013
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees15
Clients11
DateMay 2013
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees15
Clients11
DateMar 2013
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees15
Clients11
DateApr 2012
Total AUM$9B
Discretionary$9B
Non-Disc.$0
Employees11
Clients11
DateAug 2010
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees10
Clients--