Peter
Sentance

On Investment Management Co

CRD#1002084
Investment Advisor
in Los Angeles, CA

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About this Advisor

Peter Sentance is a chartered financial consultant based out of Los Angeles, California with a total of 5 years of industry experience. Sentance currently works for On Investment Management Co. During their career, the advisor has held roles at Pacific Mutual Life Insurance Co, P. David Sentance/Pacific Mutual, P David Sentance, Equity Services, Inc, National Life Of Vermont, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, The O.N. Equity Sales Company and Ohio National Financial Services. Sentance has a Series 63 license, designating them as a securities broker, and is registered to operate in Arizona and California. On Investment Management Co is a company based out of Cincinnati, OH. It has offices in 202 locations and a total of 256 people on staff. It manages $2 billion in assets under management across its 12,239 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 12,239 client accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets available to invest. On Investment Management Co offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely depend on the type of services offered. Fees charged by On Investment Management Co most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Los Angeles, CA

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,078,480,898

CA Average: $2,106,341,625
Total Number of Employees

256

CA Average: 34
Total Number of Accounts

12,239

CA Average: 1,972
Average Account Size

$169,824

CA Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Peter Sentance Work History

Peter has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

The O.N. Equity Sales Company

2018 - Present (6 years)

Ohio National Financial Services

2000 - Present (24 years)

National Life Of Vermont

1979 - Present (45 years)

P. David Sentance/Pacific Mutual

1979 - Present (45 years)

P David Sentance

1978 - Present (46 years)

Pacific Mutual Life Insurance Co

2015 - 2018 (3 years)

Cambridge Investment Research, Inc

2015 - 2018 (3 years)

Cambridge Investment Research Advisors, Inc

2000 - 2015 (15 years)

Equity Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Peter Sentance to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at On Investment Management Co

Tim Ward
Rushville, IL
John Cagle
Mackinaw, IL
Keith Conley
Tustin, CA
Glenn Eckstut
Southampton, PA
Stefan Faerber
Napoleon, OH
Zachary Morley
Madison, WI
Pamela Weaver
Weirton, WV
Jordan Funke
Cedar Rapids, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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