SENTINEL ADVISORY CORP
Firm details
- Headquarters
- FERNANDINA BEACH, Florida
- CRD number
- 108720
- Website
- www.sentinelportfolios.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities40%
- US Government Bonds11%
- Cash & Cash Equivalents1%
Contacts
1 of 1BRUCE ESHBAUGH
PresidentCRD 2315339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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