Sentinel Pension Advisors is an investment advisor in Wakefield with $10.50 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 ?
$9.01 bn
(as of 29 Mar 24)
Accounts
2,794
(as of 29 Mar 24)
Employees
54
(49 investment advisory or research)
Address
Sentinel Pension Advisors
100 QUANNAPOWITT PKWY
SUITE 300
WAKEFIELD
MA 01880
100 QUANNAPOWITT PKWY
SUITE 300
WAKEFIELD
MA 01880
Phone
781-914-1450
Latest filings (excl ownership)
No filings
Latest ownership filings
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
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21