Sentinel Investment Planning, LLC

Overview

Sentinel Investment Planning, LLC is a small, privately owned limited liability company that provides fee-based portfolio management for individuals and small businesses. The firm serves individual and family clients and charges fees as a percentage of assets under management. It does not identify as an active ESG investor, is not structured as a capital allocator, and is not positioned as a pension consultant or related adviser. Advisory activity is focused on portfolio management rather than institutional consulting, and the firm is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices