Sentinel Pension Advisors Inc is a large advisory firm based in Wakefield. It manages $4.92 billion of regulatory assets for 1,722 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 24 other states.
Sentinel Pension Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sentinel Pension Advisors Inc is $4.92 billion. The firm's AUM has grown by 117628% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sentinel Pension Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of James Michael Carnevale is pension and profit sharing plans with 564 clients and $4.72 billion of assets under management. Among the 6 most similar advisory firms, Sentinel Pension Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $4.92 billion for 1,524 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sentinel Pension Advisors doesn't advise any private funds.
The company employs 35 people that are either part- or full-time employees. 91 percent of the employees work as investment advisers or researchers. 32 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Michael Carnevale has been acting as President since 1 Aug 1999. Focus Financial Partners Inc. joined the executive team most recently as the Member.
The principal office where Sentinel Pension Advisors Inc performs its advisory services is located at 100 Quannapowitt Pkwy, Wakefield, MA 01880, which is also the mailing address of the firm. An additional office of the firm is in Melville, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-914-1450 or by fax 781-213-7373. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at sentinelgroup.com.