Sentinel Pension Advisors is an investment advisor in Wakefield with $8.34 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
43422848
SEC advisor number
801-55783
FINRA CRD number
109901
AUM ?
$8.34 bn
(as of 6 Apr 23)
Accounts
2,546
(as of 6 Apr 23)
Employees
51
(45 investment advisory or research)
Address
Sentinel Pension Advisors
100 QUANNAPOWITT PKWY
SUITE 300
WAKEFIELD
MA 01880
100 QUANNAPOWITT PKWY
SUITE 300
WAKEFIELD
MA 01880
Office hours
Monday - Friday, 9AM - 5PM
Phone
781-914-1450
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Carnevale, James, Michael | President / Director | 04/2016 | < 5% |
Dimase, Robert, Michael | Director | 04/1998 | < 5% |
Focus Operating, LLC | Member | 01/2007 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Nestor, James, Michael | Chief Compliance Officer | 01/2011 | < 5% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jul 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22