Sentinel Asset Management, Inc.
Sentinel Asset Management, Inc. (CRD# 133692) is a financial advisory firm headquartered in Del Mar, CA. They manage $23,754,678 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sentinel Asset Management, Inc.
By the Numbers
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Total Assets Under Management24MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$2,639,409
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Sentinel Asset Management, Inc.
1
John Wells (CRD# 2230675) is an Investment Advisor Representative working at Sentinel Asset Management, Inc. in Solana Beach, CA and has over 32 years of experience in the finance industry.
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