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 financial advisor based in Los Angeles, California, working with On Investment Management Co. Peter has previously held positions 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. Peter has passed the Series 63 regulatory exam and is registered to provide services in Arizona and California. Currently, Peter is part of On Investment Management Co, which operates out of Los Angeles, California. The firm has 142 offices and 206 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at On Investment Management Co includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

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

$2,195,447,741

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

206

CA Average: 34
Total Number of Accounts

15,930

CA Average: 1,972
Average Account Size

$137,818

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

2018 - Present (7 years)

The O.N. Equity Sales Company

2018 - Present (7 years)

Ohio National Financial Services

2000 - Present (25 years)

National Life Of Vermont

1979 - Present (46 years)

P. David Sentance/Pacific Mutual

1979 - Present (46 years)

P David Sentance

1978 - Present (47 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

Created with Highcharts 6.0.7

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

Aaron Briggs
Boise, ID
Mark Gash
Lees Summit, MO
Nathan Biggerstaff
Lees Summit, MO
Terek Wilson
Lees Summit, MO
Matthew Collins
Cincinnati, OH
Juana Love
Chesterfield, MO
Mark Monahan
Ayer, MA
Zachary Morley
Madison, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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