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Building 2SENTINEL ADVISORY GROUP, LLC

Map pinMIDDLETON, WI
Phone608-579-9350
NotebookSEC #801-134809
Total AUM
$320.8M
Employees
10
Clients
381

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 ASPEN COMMONS
SUITE 825
MIDDLETON
WI 53562
United States
Operating Hours
8:00 AM-5:00 PM CST
Monday - Friday
Phone
608-579-9350

ReceiptFinancials

Total AUM
$320.8M
Accounts
1,089
Discretionary
$320.8M
Accounts
1,089
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
284
AUM
$125.4M
HNW Individual Clients
95
AUM
$195M
Charitable Organization Clients
2
AUM
$275.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMNOHTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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