Sentient Financial, LLC

Sentient Financial, LLC (CRD# 292766) is a financial advisory firm headquartered in , . They manage $10,480,491 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $275,802
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sentient Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Thompson, financial advisor Laguna Niguel CA
Patrick A. Thompson
CRD#: 5497775
Laguna Niguel, CA

Patrick Thompson (CRD# 5497775) is an Investment Advisor Representative working at Sentient Financial, LLC in Laguna Niguel, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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