Sentinus, LLC is a large advisory firm based in Oakbrook. It manages $355.48 million of regulatory assets for 984 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Florida, Illinois, Indiana, and 3 other states.
Sentinus provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sentinus, LLC is $355.48 million. The firm's AUM has grown by 237% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sentinus, LLC 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.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Sentinus is high net worth individuals with 300 clients and $264.32 million of assets under management. Among the 8 most similar advisory firms, Sentinus has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $355.48 million for 414 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sentinus doesn't advise any private funds.
The company employs 16 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 14 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Scott Britton Reynolds joined the executive team most recently as the Executive Chairman.
The principal office where Sentinus, LLC performs its advisory services is located at 700 Commerce Drive, Oakbrook, IL 60523, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 630-448-5711 or by fax 630-448-5758. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at sentinus.com and its LinkedIn profile.