Sentinel Asset Management, Inc.
Sentinel Asset Management, Inc. (CRD# 109396) is a financial advisory firm headquartered in Montpelier, VT. They manage $27,323,000,000 in 27 accounts and serve the financial needs of clients across 52 states (or territories).
Total Assets Under Management27,323MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$1,011,962,963
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Fredrick Dufresne (CRD# 3053698) is an Investment Advisor Representative working at Sentinel Asset Management, Inc. in Montpelier, VT and has over 19 years of experience in the finance industry.
Brett Graffy (CRD# 5957505) is an Investment Advisor Representative working at Sentinel Asset Management, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.