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SENTINEL ASSET MANAGEMENT, LLC
CRD 302082
1062 BARNES ROAD, SUITE 202, WALLINGFORD, CT, 06492, United States
Phone
203-793-0707
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$63.2M
Discretionary AUM
$63.2M
Team
15 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 495 | $63.2M |
All web addresses on file
Official SEC filing: View on IAPD