38 South Potomac St
Suite 203
Hagerstown, Maryland 21740
Tel: 3016659038
SENTINEL CAPITAL SOLUTIONS, formally registered with the SEC as SENTINEL CAPITAL SOLUTIONS. The firm was established in 07/26/2011. They have over 1 offices throughout the country.
SENTINEL CAPITAL SOLUTIONS is a Hagerstown, Maryland based Financial Planning firm with nearly $23,729,294 assets under management, offering retirement planning & investment advisory services to 201 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157844 |
| SEC# | 801-72565 |
| Assets Managed by Firm | $23,729,294 |
| No. of Clients | 201 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 201 | $23,729,294 |
| Individuals (other than high net worth individuals) | 87 | $16,055,239 |
| High net worth individuals | 5 | $7,285,982 |
| Pension and profit sharing plans | 3 | $375,105 |
| Charitable organizations | 1 | $12,968 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,752,267,028,988 | 4696 | 3814 | |
| $193,065,874,997 | 68 | 114 | |
| $108,331,371,643 | 23317 | 657 | |
| $65,095,381,946 | 126 | 101 | |
| $37,701,864,167 | 516 | 254 |
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