SENTINEL PENSION ADVISORS INC - Financial Advisor in Massachusetts, Wakefield

Tel: 781-914-1450 100 Quannapowitt Pkwy Suite 300 Wakefield, Massachusetts 01880

About 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

Firm CRD#:

109901

Firm SEC#:

801-55783

Assets Under Management:

$9,011,646,599

No. of Clients:

2794

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
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 SOLUTIONS)

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