Sentinus, LLC

CRD#162442
Investment Advisor Firm

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Learn more about Sentinus, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Sentinus, LLC operates as an advisory firm located in Oak Brook, Illinois. It handles $605.9 million in assets under management across 2,615 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management (AUM). The firm has a small team, including 25 financial advisors. Sentinus, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like options, bonds and stocks.

    Sentinus, LLC administers the majority of its client assets in a discretionary manner. Discretionary management means that an investment advisor makes transaction decisions without requiring the client's permission. Sentinus, LLC also manages 122 non-discretionary accounts with a total of $70.1 million in assets under management. The firm's typical account size is $231,719. The typical advisor at Sentinus, LLC oversees about 105 client accounts.

    Sentinus, LLC's main office is located at 700 Commerce Drive, Oak Brook, Illinois 60523. The firm is legally registered to provide services to customers throughout 17 U.S. states and territories.

    Assets Under Management

    $605.9 million

    Number of Advisors

    25

    Disclosures

    No

    Office Location

    700 Commerce Drive
    Oak Brook, IL 60523

    Sentinus, LLC by the Numbers

    Total Assets Under Management

    $605.9 million

    National Average: $8.6 billion
    Total Number of Employees

    35

    National Average: 64
    Total Number of Accounts

    2,615

    National Average: 375,227
    Average Account Size

    $231.7 thousand

    National Average: $23.0 thousand
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    Products and Services

    Sentinus, LLC provides a number of services, which can include financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. In the prior fiscal year, the company provided 101-250 of its customers with financial planning services. It is involved in selling products or offering services different than investment advisory services to its clients. The firm also has a number of financial industry affiliations, including with a broker-dealer or securities dealer.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees for financial management largely vary depending on which services the firm provides the client. However, fee types billed by Sentinus, LLC most likely include the following fee structures: asset-based, hourly or fixed. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Sentinus, LLC provides services to retail investors, high net worth investors and pension plans. Out of its 2,615 clients, Sentinus, LLC's largest client group by number of accounts is high net worth investors, although it also manages money for 530 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are non-U.S. persons.

    • High-Net-Worth Individuals* - 53.54%
    • Other Individuals - 45.45%
    • Corporations - 1.01%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Sentinus, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Sentinus, LLC

    James Edelmann
    Washington, MI
    Belinda Lusk
    Oak Brook, IL
    Edward Harris
    Oak Brook, IL
    Kyle Depasquale
    Oak Brook, IL
    Daniel Hennig
    Oak Brook, IL
    John Ericson
    Chicago, IL
    John Mcgrath
    Oak Brook, IL
    Andrew Atseff
    Oak Brook, IL
    Terrence Hawkins
    Oak Brook, IL

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