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| Sentinel Pension Advisors Inc
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| |
|---|---|
| CRD # | 109901 |
| SEC # | 801-55783 |
| CIK # | 0001802290 |
| AUM | $9.0 BB (2024-08-22) |
| Employees | 54 (91% Investors, 59% Brokers) |
| Phone | 781-914-1450 |
| Address | 100 Quannapowitt Pkwy Wakefield, MA 01880 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLDM | 19.1 | ||
| AAPL | 2,382,844.0 | 5.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,431 | 0.3 |
| (b) Individuals (high net worth individuals) | 152 | 0.5 |
| (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 | 613 | 8.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 2,794 | 9.0 |
| By Discretionary | ||
| Discretionary | 2,319 | 2.4 |
| Non-Discretionary | 475 | 6.6 |
| Total | 2,794 | 9.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.0 | |
| Total | 2,794 | 9.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802290] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
IFP Advisors LLC
✚
|
FL | 9.8 |
|
Fiduciary Counselling Inc
✚
|
MN | 9.5 |
|
Bleakley Financial Group LLC
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|
NJ | 9.2 |
|
Vontobel Swiss Financial Advisers AG
✚
|
9.0 | |
|
Forvis Mazars Wealth Advisors LLC
✚
|
MO | 8.9 |
|
GW & Wade LLC
✚
|
MA | 8.9 |
|
CBIZ Investment Advisory Services LLC
✚
|
OH | 8.9 |
|
Brookstone Capital Management LLC
✚
|
IL | 8.8 |
|
Sentry Management Inc
✚
|
TX | 8.5 |
|
Planmember Securities Corporation
✚
|
CA | 8.3 |