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 $535.8 MM (88% Disc, 100% US, 2020-06-25)
Employees 11 (82% Investors, 0% Brokers)
Phone781-642-0890
Address203 Crescent Street
Waltham, MA 02453
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012002004200920152021
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 ($)
2.01.61.20.80.40.02013201520182021
Comparable Firms State AUM ($BB)
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US Financial Advisors LLC
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Rempart Asset Management Inc
0.5
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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