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
Fredrick Dufresne (CRD# 3053698) is an Investment Advisor Representative working at Sentinel Asset Management, Inc. in Montpelier, VT and has over 18 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.