Sentinel Asset Management, Inc.

Sentinel Asset Management, Inc. (CRD# 109396) is a financial advisory firm headquartered in Montpelier, VT. They manage $31,109,704,878 in 21 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    31,110
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $1,481,414,518
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sentinel Asset Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Fredrick P. Dufresne
CRD#: 3053698
One National Life Drive, Montpelier, VT 05604
93
Wealthminder
score

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.

2
Brett P. Graffy
CRD#: 5957505
Chicago, IL
93
Wealthminder
score

Brett Graffy (CRD# 5957505) is an Investment Advisor Representative working at Sentinel Asset Management, Inc. in Chicago, IL and has over 6 years of experience in the finance industry.

3
Joseph G. Heaslip
CRD#: 5386934
One National Life Drive, Montpelier, VT 05604
90
Wealthminder
score

Joseph Heaslip (CRD# 5386934) is an Investment Advisor Representative working at Sentinel Asset Management, Inc. in Montpelier, VT and has 1 year of experience in the finance industry.

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