SENTINEL ADVISORY CORP

RIASEC Registered
Total AUM
$51.5M
Discretionary
$51.5M
100% of AUM
Avg account
$415K
Accounts
124
Employees
1
Advisory reps
1

Firm details

Headquarters
FERNANDINA BEACH, Florida
CRD number
108720
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI70.06%
  • Individuals29.94%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sentinel Advisory Corp is a small, individually owned advisory firm that manages portfolios for individuals, families and small businesses, and also provides portfolio management for business or institutional clients. The firm charges fees based on a percentage of assets under management and reports all assets as discretionary. Sentinel does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not operate as a capital allocator or pension consultant according to the available filing details.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 40%, US Government Bonds 11%, Cash & Cash Equivalents 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities40%
  • US Government Bonds11%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • BRUCE ESHBAUGH

    PresidentCRD 2315339

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

FERNANDINA BEACH, FL

NASSAU

Location

FERNANDINA BEACH, FL

Headquartered in FERNANDINA BEACH, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
NASSAU
Address
1890 S 14th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth