About SENTINEL ASSET MANAGEMENT, LLC
SENTINEL ASSET MANAGEMENT, LLC is a leading financial advisory firm providing comprehensive investment management services to individuals and businesses. Their team of experienced professionals is dedicated to guiding their clients towards achieving their financial goals and securing their future.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment plans tailored to each client’s unique needs and objectives
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning
- Utilizes advanced technology to track and monitor investments and adapt to market changes
- Puts the interests of clients first and adheres to strict ethical standards
Facts and Insights:
SENTINEL ASSET MANAGEMENT, LLC has over $2 billion in assets under management (AUM) and is comprised of a team of over 50 dedicated advisors. They have been in the industry for over 25 years, providing expert financial advice and helping clients navigate through different market cycles.
The firm primarily serves high net worth individuals and families, as well as small businesses and non-profit organizations. They also work with clients of all ages and life stages, from young professionals just starting their careers to retirees looking to preserve their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 25+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
Client Types:
- High net worth individuals and families
- Small businesses
- Non-profit organizations
- Individuals of all ages and life stages
Fees & Compensation:
SENTINEL ASSET MANAGEMENT, LLC operates on a fee-based model, meaning their advisors are compensated based on a percentage of the assets under management. This ensures that their interests are aligned with those of their clients, as they only benefit when their clients’ investments perform well.
Background:
Founded in 1995, SENTINEL ASSET MANAGEMENT, LLC has grown to become a reputable and trusted financial advisor in the industry. Their team of advisors have a diverse range of backgrounds and expertise, allowing them to provide well-rounded and comprehensive financial advice to their clients.
Financial Advisor Disclosures to Know:
SENTINEL ASSET MANAGEMENT, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). They are held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.
The firm has a clean record with no disciplinary actions or regulatory sanctions. They are committed to transparency and providing their clients with the highest level of service and integrity.