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
Sentinel Wealth Strategies
By the Numbers
-
Total Assets Under Management26MILLION
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Total Number of Accounts400ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, MT, NV, UT
Financial Advisors at Sentinel Wealth Strategies
1
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.
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