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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sentinel Pension Advisors LLC
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|---|---|
| CRD # | 109901 |
| SEC # | 801-55783 |
| CIK # | 0001802290 |
| AUM | $10.7 B (2025-07-17) |
| Employees | 54 (89% Investors, 57% Brokers) |
| Phone | 781-914-1450 |
| Address | 100 Quannapowitt Pkwy Wakefield, MA 01880 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 28.9 | ||
| Apple Inc | 5.7 | ||
| Microsoft Corp | 5.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,523 | 0.4 |
| (b) Individuals (high net worth individuals) | 153 | 0.6 |
| (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 | 605 | 9.8 |
| (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 | 3,113 | 10.7 |
| By Discretionary | ||
| Discretionary | 2,678 | 3.1 |
| Non-Discretionary | 435 | 7.7 |
| Total | 3,113 | 10.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.7 | |
| Total | 3,113 | 10.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802290] |
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|---|---|---|
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Newedge Wealth LLC
✚
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CT | 12.1 |
|
The Mather Group LLC
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IL | 11.7 |
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Ameritas Advisory Services LLC
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NE | 11.5 |
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11.0 | |
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Merit Financial Group LLC
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GA | 10.6 |
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CBIZ Investment Advisory Services LLC
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IL | 10.4 |
|
Great Valley Advisor Group LLC
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DE | 9.7 |
|
Fiduciary Counselling Inc
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MN | 9.5 |
|
Advisors Capital Management LLC
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NJ | 9.5 |