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Home > Retirement Planners > virginia > reston > SENTINEL WEALTH MANAGEMENT, INC.
SENTINEL WEALTH MANAGEMENT, INC.
11710 Plaza America Drive
Suite 130
Reston, Virginia 20190
Tel: 703-787-5770
About SENTINEL WEALTH MANAGEMENT, INC.
SENTINEL WEALTH MANAGEMENT, INC, formally registered with the SEC as SENTINEL WEALTH MANAGEMENT, INC. The firm was established in 08/16/2002. They have over 2 offices throughout the country.
SENTINEL WEALTH MANAGEMENT, INC. is a Reston, Virginia based Financial Planning firm with nearly $308,506,661 assets under management, offering retirement planning & investment advisory services to 349 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122235 |
| SEC# | 801-61393 |
| Assets Managed by Firm | $308,506,661 |
| No. of Clients | 349 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 349 | $308,506,661 |
| Individuals (other than high net worth individuals) | 27 | $16,210,012 |
| High net worth individuals | 68 | $292,296,649 |
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