Overview
Assets Under Management: $321 million
Headquarters: MIDDLETON, WI
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Frequently Asked Questions
SENTINEL ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338121), SENTINEL ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
SENTINEL ADVISORY GROUP, LLC is headquartered in MIDDLETON, WI.
SENTINEL ADVISORY GROUP, LLC serves 95 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, SENTINEL ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SENTINEL ADVISORY GROUP, LLC manages $321 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, SENTINEL ADVISORY GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,089
Discretionary Accounts: 1,089
Regulatory Filings
CRD Number: 338121
Filing ID: 2056245
Last Filing Date: 2026-02-27 09:01:17