Sentinel Pension Advisors, LLC

RIASEC Registered
Total AUM
$11.9B
Discretionary
$3B
25% of AUM
Avg account
$3.9M
Accounts
3,033
Employees
53
Advisory reps
52

Firm details

Headquarters
Wakefield, Massachusetts
CRD number
109901
Registered since
August 5, 1998
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 organized as an LLC that has been SEC-registered since 1998. The firm acts as a capital allocator to both individual/family and institutional clients and provides a range of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, adviser selection, and educational workshops. Compensation models include percentage-of-AUM fees alongside hourly, fixed and other fee arrangements. Sentinel identifies as an active ESG investor and engages in other financial product distribution activities. The firm maintains a network of industry relationships that span broker-dealers, other investment advisers, commodity and futures intermediaries, accounting and law firms, insurance companies, real estate brokers and sponsors/GPs of pooled-investment vehicles, reflecting a multi-faceted operating model that coordinates outside specialists and product providers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 141

Active vs passive

$852M in ETFs

Passive

73%

$626M

Active

24%

$227M

ETFProviderStyleCategoryValueShares% of portfolio
BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC)BNY MellonPassiveLarge Blend$155M3,173,43018.19%

Location

Primary office

Wakefield, MA

Middlesex

Location

Wakefield, MA

Headquartered in Wakefield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
100 Quannapowitt Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth