Sentinel Investment Planning, LLC
RIASEC Registered
Total AUM
$14.9M
Discretionary
$14.9M
100% of AUM
Avg account
$3.7M
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 283903
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.69%
- Individuals7.31%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sentinel Investment Planning, LLC is a small, privately owned advisory firm organized as an LLC that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm charges a percentage-of-AUM advisory fee and does not position itself as an institutional capital allocator. Its stated activity is portfolio management rather than pension consulting or multi-state advisory work, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Derivatives10%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents1%
Contacts
1 of 1Anthony Williams
Managing MemberCRD 5040427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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