Sensible Financial Planning and Management LLC


Assets, Funds, Holdings

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Sensible Financial Planning and Management LLC
CRD #120766
SEC #801-64149
CIK #0001567738
AUM $535.8 MM (88% Disc, 100% US, 2020-06-25)
Employees 11 (82% Investors, 0% Brokers)
Address203 Crescent Street
Waltham, MA 02453
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
BNDX 54.5
SCHZ 53.6
VOO 14.2
SCHX 14.1
BIV 13.4
VTI 11.5
SCHP 8.7
STIP 8.1
BND 7.1
VEA 6.0
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
ASB Consultores LLC
FL 0.5
BHK Investment Advisors LLC
AL 0.5
Urban Investment Advisors Inc
CA 0.5
US Financial Advisors LLC
MA 0.5
Rempart Asset Management Inc
Titleist Asset Management Ltd
TX 0.5
DL Carlson Investment Group Inc
NH 0.5
Westminster Financial Advisory Corp
OH 0.5
HBW Advisory Services LLC
CA 0.5
SMI Advisory Services LLC
IN 0.5
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