← Back to searchVisit website
SENTINEL ADVISORY GROUP, LLC
CRD 338121 · SEC 801-134809
1600 ASPEN COMMONS, SUITE 825, MIDDLETON, WI, 53562, United States
Phone
608-579-9350
Fax
608-579-9351
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$320.8M
Discretionary AUM
$320.8M
Team
10 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 284 | $125.4M |
| High net worth individuals | 95 | $195.0M |
| Charitable organizations | 2 | $276K |
States served
CA, IL, MN, OH, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD