SENTINEL ASSET MANAGEMENT, LLC

SENTINEL ASSET MANAGEMENT, LLC of WALLINGFORD, CT is an SEC-registered investment adviser (CRD 302082). Regulatory assets under management: $63.2M.

Registration

• CRD: 302082
• Type: Registered investment adviser
• Location: 1062 BARNES ROAD, WALLINGFORD, CT, 06492
• Phone: 203-793-0707
• Latest filing: 2026-07-15
• Regulatory AUM: $63.2M
• Discretionary AUM: $63.2M
• Clients: 15
• Accounts: 495

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 302082 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search