Sentinel Asset Management, LLC

Overview

Sentinel Asset Management, LLC is an independent registered advisory firm organized as an LLC and owned by an individual. The firm focuses on serving individuals and families with financial planning, portfolio management for individual and small-business clients, and investor education through seminars and workshops. Its fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee engagements. Sentinel reports an affiliation with an insurance company and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices