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Building 2SENTINEL WEALTH MANAGEMENT, INC.

Map pinRESTON, VA
Phone703-787-5770
NotebookSEC #801-61393
Total AUM
$388.8M
Employees
3
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11710 PLAZA AMERICA DRIVE
SUITE 2000
RESTON
VA 20190
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
703-787-5770

ReceiptFinancials

Total AUM
$388.8M
Accounts
356
Discretionary
$388.8M
Accounts
356
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$19M
HNW Individual Clients
68
AUM
$369.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDTXVA

HandshakeAffiliates

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

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