# Sentinel Investment Planning

Sentinel Investment Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 283903
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283903

## About

Sentinel Investment Planning, LLC is a state-registered investment adviser with approximately $10 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Who runs investment decisions at Sentinel Investment Planning?

Public records do not name any executives or investment committee members for Sentinel Investment Planning. Without disclosed principals, it is not possible to identify the decision-makers for this firm (public record).

### What investment stages or asset classes does Sentinel Investment Planning target?

No public information describes the firm's target asset classes, investment stages, or strategy. Without disclosed portfolio holdings or strategy documents, its focus is unknown (public record).

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- [Freedom Trail Financial](https://altss.com/profile/freedom-trail-financial)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sentinel-investment-planning-llc

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