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SENTINEL PENSION ADVISORS INC
Tel: 781-914-1450
100 Quannapowitt Pkwy Suite 300
Wakefield, Massachusetts 01880
SENTINEL PENSION ADVISORS INC
SENTINEL PENSION ADVISORS INC is a Wakefield, Massachusetts based financial advisory firm with nearly $9,011,646,599 in assets under management and provides investment advisory services for 2794 clients. There are currently 54 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (CREDIT AND CASH MANAGEMENT SOLUTIONS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTION
Firm CRD#:
109901
SEC#:
801-55783
No. of Clients:
2794
Assets under Management
$9,011,646,599
No. of Advisors:
54
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