SENTARA CAPITAL - Financial Advisor in Georgia, Marietta

Tel: (770) 509-5305 3225 Shallowford Road Ne Suite 900 Marietta, Georgia 30062

About SENTARA CAPITAL

SENTARA CAPITAL is a Marietta, Georgia based financial advisory firm with nearly $102,775,422 in assets under management and provides investment advisory services for 442 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

161132

Firm SEC#:

801-119758

Assets Under Management:

$102,775,422

No. of Clients:

442

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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676

$1,583,450,503

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$203,057,268

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