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Sentinel Asset Management, LLC

Headquartered in WALLINGFORD, CT

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Firm Information

Sentinel Asset Management, LLC is an investment advisor based in [Location is missing]. They offer financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $36,743,934 in assets for 446 clients. They have a team of 10 licensed agents and 5 investment adviser representatives. They also offer educational seminars.

Sentinel Asset Management, LLC

$36.74M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SENTINEL ASSET MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

WALLINGFORD, CT

Advisors at Sentinel Asset Management, LLC

View All 6 Advisors
Unclaimed
James Patrick Craco

RA

WALLINGFORD, CT

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Unclaimed
William Frederick Warner

CFP®, CFC®, RA

WALLINGFORD, CT

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Unclaimed
Rob Craft

RA

WALLINGFORD, CT

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Unclaimed
Ann Marie Warner

RA

WALLINGFORD, CT

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Unclaimed
Birds Kyle Horton

RA

WALLINGFORD, CT

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Disclosures

There are no public disclosures for Sentinel Asset Management, LLC.

Frequently Asked Questions (8)

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