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SENTINEL PENSION ADVISORS, LLC.
SENTINEL PENSION ADVISORS, LLC
CRD 109901 · SEC 801-55783
100 QUANNAPOWITT PKWY, SUITE 402, WAKEFIELD, MA, 01880, United States
Phone
781-914-1361
Fax
781-213-6742
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.94B
Discretionary AUM
$2.98B
Team
53 total employees; 48 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCREDIT AND CASH MANAGEMENT SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1150 | $329.2M |
| High net worth individuals | 273 | $801.0M |
| Pension/profit sharing plans | 633 | $10.81B |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.instagram.com/sentinelgroup/
- https://www.facebook.com/sentinelgroup1987/
- https://www.youtube.com/@Sentinel_Group
- HTTPS://WWW.SENTINELGROUP.COM
- https://www.focusfinancialpartners.com
- https://twitter.com/focusfinancial
- https://www.linkedin.com/company/focus-financial-partners
- https://www.linkedin.com/company/sentinelgroup1987/
Official SEC filing: View on IAPD