SENTINEL INVESTMENT PLANNING, LLC

SENTINEL INVESTMENT PLANNING, LLC is an SEC-registered investment adviser (CRD 283903). Regulatory assets under management: $14.9M.

Registration

• CRD: 283903
• Type: Registered investment adviser
• Phone: (850) 596-5848
• Latest filing: 2026-06-24
• Regulatory AUM: $14.9M
• Discretionary AUM: $14.9M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 283903 on SEC IAPD (source of record)
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