Sentinel Advisory Corp (Plymouth)

Sentinel Advisory Corp is an adviser based in Plymouth. It manages $29.84 million of regulatory assets for 183 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 6 other states.

Sentinel Advisory Corp provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sentinel Advisory Corp: assets under management

The assets under management (AUM) of Sentinel Advisory Corp is $29.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $163.04 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sentinel Advisory Corp for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sentinel Advisory Corp

Peter Berry Eshbaugh has been acting as President since 1 Sep 1977. Bruce Peterson Eshbaugh joined the executive team most recently as the President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Berry Eshbaugh	President	1 Sep 1977	75% - 100%	202264
Bruce Peterson Eshbaugh	Vice president	1 Dec 2003	Other	2315339
Peter Berry Eshbaugh	Chief investment officer	1 Jun 2005	Other	202264
Bruce Peterson Eshbaugh	President and chief compliance officer	1 Jun 2005	75% - 100%	2315339

Based in Plymouth

The principal office where Sentinel Advisory Corp performs its advisory services is located at 34 Court Street, Plymouth, MA 02360, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.