Sentinel Wealth Strategies

Sentinel Wealth Strategies (CRD# 285889) is a financial advisory firm headquartered in Idaho Falls, ID. They manage $25,548,656 in 400 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1075 S. Utah Avenue, Suite 319, Idaho Falls, ID 83402
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $63,872
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, MT, NV, UT

Financial Advisors at Sentinel Wealth Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Dirk Murray, financial advisor Idaho Falls ID
Dirk T. Murray
CRD#: 3030130
1075 S. Utah Avenue, Suite 319, Idaho Falls, ID 83402

Dirk Murray (CRD# 3030130) is an Investment Advisor Representative working at Sentinel Wealth Strategies in Idaho Falls, ID and has over 23 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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