Sensible Financial Planning and Management LLC

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Assets, Funds, Holdings

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Sensible Financial Planning and Management LLC
CRD #120766
SEC #801-64149
CIK #0001567738
AUM $774.9 MM (2024-03-02)
Employees 18 (78% Investors, 0% Brokers)
Phone781-642-0890
Address203 Crescent Street
Waltham, MA 02453
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
80064048032016002003201020172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
CBT 3,660.3 0.0
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
4003202401608002012201620202025
AUM Breakdown Accounts AUM ($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]
Comparable Firms State AUM ($BB)
Sweet Financial Partners LLC
MN 0.8
The Fairman Group LLC
PA 0.8
Charles Pratt & Company LLC
NY 0.8
Oak Root LLC
CA 0.8
Balboa Wealth Partners Inc
AZ 0.8
Weaver Consulting Group LLC
CA 0.8
Waterfront Wealth Inc
KS 0.8
Lafayette Investments Inc
MD 0.8
Meridian Management Co
AR 0.8
NorthStar Fiduciary Partners LLC
NJ 0.8
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