Sentinel Asset Management, Inc.

Sentinel Asset Management, Inc. (CRD# 133692) is a financial advisory firm headquartered in Del Mar, CA. They manage $50,541,989 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $3,610,142
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sentinel Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John G. Wells
CRD#: 2230675
Solana Beach, CA
96
Wealthminder
score

John Wells (CRD# 2230675) is an Investment Advisor Representative working at Sentinel Asset Management, Inc. in Solana Beach, CA and has over 24 years of experience in the finance industry.

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