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SENTIENT FINANCIAL, LLC
CRD 292766
28202 CABOT ROAD, SUITE 300, LAGUNA NIGUEL, CA, 92677, United States
Phone
949-305-5836
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.5M
Discretionary AUM
$17.5M
Team
1 total employees; 1 advisory reps; 29 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $3.9M |
| High net worth individuals | 5 | $13.6M |
All web addresses on file
Official SEC filing: View on IAPD