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SENTINEL PENSION ADVISORS, LLC.
WAKEFIELD, MA
781-914-1361
SEC #801-55783Total AUM
$11.9B
Employees
53Clients
2,056Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 QUANNAPOWITT PKWY
SUITE 402
WAKEFIELD
MA 01880
United States
SUITE 402
WAKEFIELD
MA 01880
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
781-914-1361
Other Offices
23
Financials
Total AUM
$11.9B
Accounts
3,033Discretionary
$3B
Accounts
2,587Non-Discretionary
$9B
Accounts
446
Clients
Individual Clients
1,150AUM
$329.2M
HNW Individual Clients
273AUM
$801M
Pension/Profit Sharing Plan Clients
633AUM
$10.8B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDCDEFLGAIDILINKYLAMAMDMEMIMNMONCNHNJNMNVNYOHOKORPARISCTNTXVAVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 19 other businesses.