Sentinel Pension Advisors, LLC

RIASEC Registered

Total AUM

$11.9B

Discretionary

$3B

25% of AUM

Avg account

$3.9M

Accounts

3,033

Employees

Advisory reps

Firm details

Headquarters: Wakefield, Massachusetts
CRD number: 109901
Registered since: August 5, 1998
Website: www.sentinelgroup.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans90.54%
HNWI6.71%
Individuals2.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sentinel Pension Advisors, LLC is an independent registered investment adviser organized as an LLC that has been SEC-registered since 1998. The firm acts as a capital allocator to both individual/family and institutional clients and provides a range of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, adviser selection, and educational workshops. Compensation models include percentage-of-AUM fees alongside hourly, fixed and other fee arrangements. Sentinel identifies as an active ESG investor and engages in other financial product distribution activities. The firm maintains a network of industry relationships that span broker-dealers, other investment advisers, commodity and futures intermediaries, accounting and law firms, insurance companies, real estate brokers and sponsors/GPs of pooled-investment vehicles, reflecting a multi-faceted operating model that coordinates outside specialists and product providers.