President and Director · Sentry Investment Management, L.L.C.
James E. McDonald
CRD 6776998 · Named on Form ADV at one SEC-registered adviser
At a glance
Sentry Investment Management, L.L.C., an SEC-registered asset manager based in Stevens Point, WI with $1.4 billion in regulatory assets, lists James E. McDonald on its Form ADV as President and Director, a control person.
Firms and roles
- Sentry Investment Management, L.L.C.President and DirectorAsset manager · Stevens Point, WI · $1.4B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Todd M. SchroederTreasurer and Director, Sentry Investment Management, L.L.C.
- Carla M. DanczykChief Compliance Officer, Sentry Investment Management, L.L.C.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.