SENTINEL PENSION ADVISORS, LLC.

RIASEC RegisteredEst. 1998

Total AUM

$11.9B

Discretionary

$3B

25% of AUM

Avg account

$3.9M

Accounts

3,033

Employees

Advisory reps

Firm details

Headquarters: WAKEFIELD, Massachusetts
CRD number: 109901
Registered since: August 5, 1998
Website: www.sentinelgroup.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans90.54%
HNWI6.71%
Individuals2.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sentinel Pension Advisors, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 1998. The firm positions itself as a capital allocator for both individuals/families and institutional clients, offering a mix of advisory services that include financial planning, portfolio management for individuals and businesses, pension consulting, manager selection, and educational workshops. Its compensation arrangements are flexible — percentage of assets under management, hourly and fixed fees are all used — and the firm also distributes other financial products. The adviser reports being an active ESG investor and maintains a range of industry affiliations that include broker-dealers, other advisers and sponsors, insurance companies, accountants, law firms, and real estate brokers. Sentinel acts as a gatekeeper to third-party managers in addition to running in-house strategies.