CRD: 302082
Sentinel Asset Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-18-2019
- Office Locations
- 3
Office Locations
About Sentinel Asset Management, LLC
Sentinel Asset Management, LLC is a comprehensive financial services firm serving individuals and organizations. The team builds custom portfolios aligned to clients’ goals, income needs, tax situation, and risk tolerance, with a focus on retirement income planning and support for families with special needs. Custody relationships include Interactive Brokers and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM FREDERICK WARNER
Managing Member
- CRD
- #2653464
- Ownership
- 75% or more
Elizabeth Manteau
Chief Compliance Officer
- CRD
- #5146047
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
THOMAS GAGE ARNOLD
Certified Financial Fiduciary® Investment Advisor Representative
- CRD
- #6247762
ROB CRAFT
Partner
- CRD
- #4219041
Showing 2 of 7 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,243,905 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,243,905 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing