SENTINEL ASSET MANAGEMENT, LLC

Overview

Sentinel Asset Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Sentinel is not identified as an active ESG investor and is not flagged as a capital allocator. The snapshot data also lists an affiliation with an insurance company, which corresponds with the firm's use of insurance products in client work. The adviser is not listed as a multi-state adviser in the snapshot, though its office footprint indicates multiple state locations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices