Sentinel Asset Management, LLC

Sentinel Asset Management, LLC (CRD# 302082) is a financial advisory firm headquartered in Wallingford, CT. They manage $27,956,231 in 332 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $84,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Sentinel Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Rob Craft
CRD#: 4219041
1062 Barnes Road, Suite 107, Wallingford, CT 06492

Rob Craft (CRD# 4219041) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has over 20 years of experience in the finance industry.

2
William F. Warner
CRD#: 2653464
1062 Barnes Road, Suite 107, Wallingford, CT 06492

William Warner (CRD# 2653464) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has over 28 years of experience in the finance industry.

3
Ann M. Christian
CRD#: 7570069
1062 Barnes Road, Suite 107, Wallingford, CT 06492

Ann Christian (CRD# 7570069) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has 1 year of experience in the finance industry.

4
James P. Craco
CRD#: 2657719
1062 Barnes Road, Suite 107, Wallingford, CT 06492

James Craco (CRD# 2657719) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has over 27 years of experience in the finance industry.

5
Matthews C. Salem
CRD#: 7682647
1062 Barnes Road, Suite 107, Wallingford, CT 06492

Matthews Salem (CRD# 7682647) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has 1 year of experience in the finance industry.

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