AdvisorOS Directory
Claim Profile
JB

John Birch

SENTINEL ASSET MANAGEMENT, INC.·MONTPELIER, Vermont
Unclaimed Profile
ONE NATIONAL LIFE DRIVE, MONTPELIER, VT 05604CRD# 2628693Firm CRD# 109396
01

About

John Birch is a registered financial advisor based in MONTPELIER, Vermont, affiliated with SENTINEL ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
NLG CAPITAL, INC.
NLG CAPITAL, INC.
AUM
$35.9B
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at NLG CAPITAL, INC. →
Services
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Other: AT COST TO AN AFFILIATE
Regulatory
SEC/IARD CRD# 2628693
Firm CRD# 109396
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MONTPELIER?

Browse all registered financial advisors in MONTPELIER, Vermont or claim this profile if it's yours.

Browse MONTPELIER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Birch offer?
John Birch specializes in Wealth Management. Contact their office in MONTPELIER, Vermont for a consultation.
What are John Birch's credentials?
John Birch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Birch located?
John Birch is based in MONTPELIER, Vermont, working with SENTINEL ASSET MANAGEMENT, INC.. Their office serves clients in the MONTPELIER metropolitan area and surrounding communities.
How does John Birch charge for services?
John Birch's firm is compensated through other: at cost to an affiliate. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SENTINEL ASSET MANAGEMENT, INC.?
SENTINEL ASSET MANAGEMENT, INC. has approximately 43 employees and manages $35.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MONTPELIER
Mehran Assadi — EQUITY SERVICES, INC.David Russell Morgan — SENTINEL ASSET MANAGEMENT, INC.Lisa Francesca Muller — NLG CAPITAL, INC.Gregory Donald Woodworth — SENTINEL ASSET MANAGEMENT, INC.Thomas Wayne Rawlings — MAPLE CAPITAL MANAGEMENT, INC.
Nearby cities in Vermont
BURLINGTON (61)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
BURLINGTON GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile