1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SENTINEL ADVISORS, CO

Map pinMONTPELIER, VT
Phone802-229-3333
NotebookSEC #801-43078
Total AUM
$4.3B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE NATIONAL LIFE DRIVE
MONTPELIER
VT 05604
USA
Operating Hours
8 - 5
Monday - Friday
Phone
802-229-3333

ReceiptFinancials

Total AUM
$4.3B
Accounts
28
Discretionary
$4.3B
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
AT COST TO AN AFFILIATED TRUST COMPANY

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
VT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account