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Sensible Financial Planning and Management LLC
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CRD # | 120766 |
SEC # | 801-64149 |
CIK # | 0001567738 |
AUM | $774.9 MM (2024-03-02) |
Employees | 18 (78% Investors, 0% Brokers) |
Phone | 781-642-0890 |
Address | 203 Crescent Street Waltham, MA 02453 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
CBT | 3,660.3 | 0.0 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 80 | 36.4 |
(b) Individuals (high net worth individuals) | 247 | 730.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 2 | 8.3 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,597 | 774.9 |
By Discretionary | ||
Discretionary | 1,572 | 760.5 |
Non-Discretionary | 25 | 14.4 |
Total | 1,597 | 774.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 774.9 | |
Total | 1,597 | 774.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001567738] | |
13F-NT | [0001567738] |
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MN | 0.8 |
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Balboa Wealth Partners Inc
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AZ | 0.8 |
Weaver Consulting Group LLC
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CA | 0.8 |
Waterfront Wealth Inc
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KS | 0.8 |
Lafayette Investments Inc
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MD | 0.8 |
Meridian Management Co
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AR | 0.8 |
NorthStar Fiduciary Partners LLC
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NJ | 0.8 |