Sentinus, LLC
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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
Number of Advisors
Disclosures
Office Location
Sentinus, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$605.9 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
35
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,615
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$231.7 thousand
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
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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.
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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.
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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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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
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
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
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
Washington, MI
Oak Brook, IL
Oak Brook, IL
Oak Brook, IL
Oak Brook, IL
Oak Brook, IL
Oak Brook, IL
Oak Brook, IL
Oak Brook, IL
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