SENTINEL PENSION ADVISORS INC

100 Quannapowitt Pkwy
Suite 300
Wakefield, Massachusetts 01880
Tel: 781-914-1450

About SENTINEL PENSION ADVISORS INC

SENTINEL PENSION ADVISORS INC, formally registered with the SEC as SENTINEL PENSION ADVISORS INC. The firm was established in 08/05/1998. They have over 11 offices throughout the country.

SENTINEL PENSION ADVISORS INC is a Wakefield, Massachusetts based Financial Planning firm with nearly $9,011,646,599 assets under management, offering retirement planning & investment advisory services to 2794 clients. The firm is staffed with 54 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109901
SEC#	801-55783
Assets Managed by Firm	$9,011,646,599
No. of Clients	2794
No. of Advisors	54

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2794	$9,011,646,599
Individuals (other than high net worth individuals)	1431	$310,427,004
High net worth individuals	152	$454,490,626
Pension and profit sharing plans	613	$8,246,728,969

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