|
⚲
|
| Sentinel Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 338121 |
| SEC # | 801-134809 |
| CIK # | 0002118181 |
| AUM | $320.8 M (2026-03-02) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 608-579-9350 |
| Address | 1600 Aspen Commons Middleton, WI 53562 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PIMCO Dynamic Income Fund | 5.9 | ||
| Apple Inc | 1.2 | ||
| Global MOFY Metaverse Ltd | 0.9 | ||
| Microsoft Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 125.4 |
| (b) Individuals (high net worth individuals) | 95 | 195.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,089 | 320.8 |
| By Discretionary | ||
| Discretionary | 1,089 | 320.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,089 | 320.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 320.8 | |
| Total | 1,089 | 320.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002118181] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HF Advisory Group LLC
✚
|
MD | 0.3 |
|
Asset Preservation Group Inc
✚
|
TX | 0.3 |
|
Advisors Financial Inc
✚
|
VA | 0.3 |
|
Strategic Financial Partners Ltd
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|
0.3 | |
|
Toomey Investment Management Inc
✚
|
CT | 0.3 |
|
Meadowbrook Advisors Group LLC
✚
|
0.3 | |
|
HW Capital LLC
✚
|
CA | 0.3 |
|
Elevate Wealth Management LLC
✚
|
WY | 0.3 |
|
Alhambra Investment Management LLC
✚
|
FL | 0.3 |
|
Sawyer & Co Inc
✚
|
MA | 0.3 |