Assets Under Management
$10.7B
Number of Clients
2,281
Number of Advisors
49
Average Client AUM
$4.7M
AUM per Advisor
$219.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sentinel Pension Advisors LLC (SPA) sponsors the SPA Wrap Program, assisting clients in developing and managing custom investment portfolios. SPA has discretionary authority to trade various investment vehicles, including mutual funds and ETFs. Clients pay a single asset-based fee, covering advisory and brokerage services.
100 Quannapowitt Pkwy, Suite 402, Wakefield, MA, 01880