Sentinel Asset Management
Financial Services • 
Wallingford, Connecticut, United States • 11-20 Employees
Company overview
| Headquarters | 1062 Barnes Road, Suite 202, Wallingford, Connecticut 06492, US |
| Phone number | +12037930707 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Financial Advisors, Risk Management, Tax Planning, IRA, Asset Management, Retirement Planning, Life Insurance, Disability Income Insurance, Financial Planning, Mutual Funds, Legacy Planning, Financial Independence, Client Education, Financial Freedom, Profit Sharing Plans, Estate Plans, Variable Annuity, Brokerage Accounts, Financial Success, Long-Term-Care Insurance, College Plans, Common Stock, Money Purchasing Plans, Investment Goals, Personal Portfolios |
| Founded | 2018 |
| Employees | 11-20 |
| Socials |
Key Contact at Sentinel Asset Management
Michael Higgins
Vice President of Planning & Development
Sentinel Asset Management Email Formats
Sentinel Asset Management uses 1 email format. The most common is {first initial} (e.g., j@sentinelassetmanagementllc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sentinelassetmanagementllc.com | 100% |
About Sentinel Asset Management
SAM was founded with the goal of assisting its clients in every aspect of their financial lives. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. The most important key to our longevity, however, is our clients’ success. For each of our clients, we strive to create the financial stability and security required for financial independence. The clients of SAM require our services, not only for quality investment proposals, but also for more important things—like the freedom to enjoy the wealth life has to offer. This is a responsibility not taken lightly by this firm. It is why SAM favors long-term performance and stability, over short-term gain. Our clients find SAM to be firm in our beliefs and values. We stand ready to practice the virtues necessary to maintain those values. We are brutally honest: we give attention to detail, and are responsive to our client’s needs. We do what we promise for our clients. Call for class registration or a complimentary meeting: (203) 793-0707 Affiliated With: SOFA (The Society for Financial Awareness)
Sentinel Asset Management revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Sentinel Asset Management has 5 employees across 1 departments.
Departments
Number of employees
Funding Data
Sentinel Asset Management has never raised funding before.
Sentinel Asset Management Tech Stack
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Frequently asked questions
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