Peter
Sentance
On Investment Management Co
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,078,480,898
256
12,239
$169,824
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.*
The O.N. Equity Sales Company
Ohio National Financial Services
National Life Of Vermont
P. David Sentance/Pacific Mutual
P David Sentance
Pacific Mutual Life Insurance Co
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
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
Rushville, IL
Mackinaw, IL
Tustin, CA
Southampton, PA
Napoleon, OH
Madison, WI
Weirton, WV
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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