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SENTINEL GLOBAL

SAN FRANCISCO, CA · CRD 326444 · IAPD ↗ · sentinelglobal.xyz · 707-652-3754

$210.3MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — SENTINEL GLOBAL shrank from 8 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
80
August 2025 — SENTINEL GLOBAL (SAN FRANCISCO, CA) is newly SEC-registered with $210.6M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.