SENTINEL ADVISORY GROUP, LLC

SENTINEL ADVISORY GROUP, LLC of MIDDLETON, WI is an SEC-registered investment adviser (CRD 338121). Regulatory assets under management: $320.8M.

Registration

• CRD: 338121
• SEC file number: 801-134809
• Type: Registered investment adviser
• Location: 1600 ASPEN COMMONS, SUITE 825, MIDDLETON, WI, 53562
• Phone: 608-579-9350
• Latest filing: 2026-03-02
• Regulatory AUM: $320.8M
• Discretionary AUM: $320.8M
• Clients: 10
• Accounts: 1,089

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338121 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search