Sentinel Pension Advisors, LLC
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
FINTRXOverview
Sentinel Pension Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 1998. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers, and it also runs educational seminars and workshops. Sentinel distributes other financial products in addition to advisory mandates and reports being an active ESG investor. The firm uses a mix of fee approaches (percentage of AUM, hourly, fixed and other fee arrangements).
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
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1
Douglas Dustin Jr
CFO, PartnerCRD 5790881
Contacts
3 of 51
Matthew Cleary
Financial PlannerCRD 5513470
Ryan Ransford
Director of Retirement PlansCRD 6145106
David Batchelder
Senior Investment OfficerCRD 4451296
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 138Active vs passive
$837M in ETFs
74%
$617M
24%
$220M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) | BNY Mellon | Passive | Large Blend | $147M | 3,089,007 | 17.52% |
Location
Wakefield, MA
Middlesex
Location
Wakefield, MA
Headquartered in Wakefield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 100 Quannapowitt Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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