Sentinel Asset Management, LLC

Overview

Sentinel Asset Management, LLC is an independent, owner-operated registered investment adviser serving individuals and families. The firm offers financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee options. The snapshot identifies an affiliation with an insurance company and lists annuities among the products used. Sentinel is not flagged as a capital allocator and is not identified as an active ESG investor. The SEC registration year is not disclosed in the provided snapshot.

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Location & Offices