S
$51.5M Total AUM
$51.5M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2004
- Office Locations
- 1
Office Locations
1890 S 14th Street Suite 120 Fernandina Beach FL
About Sentinel Advisory Corp
Sentinel Advisory Corp is a Fernandina Beach-based RIA. The firm has been operating for 22 years. Managing $51.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$51.5M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
21.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRUCE PETERSON ESHBAUGH CFA
Chief Compliance Officer, President
- CRD
- #2315339
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,477,187 | $163,044 |
| Non-Discretionary | $0 | -- |
| Total | $51,477,187 | $163,044 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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