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⚲
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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) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CBT | 3,660.3 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
|---|---|---|
| 13F-HR | [0001567738] | |
| 13F-NT | [0001567738] |
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|---|---|---|
|
Sweet Financial Partners LLC
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MN | 0.8 |
|
The Fairman Group LLC
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PA | 0.8 |
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Charles Pratt & Company LLC
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NY | 0.8 |
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Oak Root LLC
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CA | 0.8 |
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Balboa Wealth Partners Inc
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AZ | 0.8 |
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Weaver Consulting Group LLC
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CA | 0.8 |
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Waterfront Wealth Inc
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KS | 0.8 |
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Lafayette Investments Inc
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MD | 0.8 |
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Meridian Management Co
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AR | 0.8 |
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NorthStar Fiduciary Partners LLC
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NJ | 0.8 |