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SENTINEL CAPITAL SOLUTIONS

38 South Potomac St
Suite 203
Hagerstown, Maryland 21740
Tel: 3016659038

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About SENTINEL CAPITAL SOLUTIONS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#157844
SEC#801-72565
Assets Managed by Firm$23,729,294
No. of Clients201
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total201$23,729,294
Individuals (other than high net worth individuals)87$16,055,239
High net worth individuals5$7,285,982
Pension and profit sharing plans3$375,105
Charitable organizations1$12,968

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