Vedanta Sentinel Investment Advisors

RIASEC Registered
Total AUM
$3.9M
Discretionary
$3.9M
100% of AUM
Avg account
$111K
Accounts
35
Employees
1
Advisory reps
4

Firm details

Headquarters
Ann Arbor, Michigan
CRD number
335058
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI70.01%
  • Individuals29.05%
  • Corporations / Businesses0.93%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vedanta Sentinel Investment Advisors is a small, owner-run independent registered investment adviser that provides portfolio management primarily for individuals, families and small businesses, and also works with institutional clients. The firm bills clients on a percentage-of-assets basis and also offers hourly advisory arrangements. It does not position itself as a capital allocator and, per available disclosures, does not emphasize ESG integration. The adviser is organized as an LLC and appears to operate as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Lavesh Patel

    MemberCRD 6727609

  • Darshit Chokshi

    CRD 8042501

  • Daksh Patel

    Daksh Patel

    Deployment ConsultantCRD 7439582

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Ann Arbor, MI

Washtenaw

Location

Ann Arbor, MI

Headquartered in Ann Arbor, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Washtenaw
Address
2006 Hogback Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth