$14.9M Total AUM
$14.9M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-03-2016
- Office Locations
- 1
Office Locations
-- Milton FL
About Sentinel Investment Planning, LLC
Sentinel Financial Planning provides personalized financial planning and investment management for business owners, federal employees, and U.S. military service members, serving clients in Edgewater, MD and virtually. The firm specializes in FERS/TSP and Social Security retirement planning, small-business retirement plans, and small-business estate planning, with portfolios implemented largely using ETFs and other public funds.
Team overview
-- AVG AGE
$14.9M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
A
ANTHONY SCOTT WILLIAMS
Managing Member
- CRD
- #5040427
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,932,674 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,932,674 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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