203 Crescent Street
Suite 404
Waltham, Massachusetts 02453
Tel: 781-642-0890
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC, formally registered with the SEC as SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC. The firm was established in 04/18/2005. They have over 2 offices throughout the country.
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC is a Waltham, Massachusetts based Financial Planning firm with nearly $885,437,302 assets under management, offering retirement planning & investment advisory services to 1679 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 120766 |
SEC# | 801-64149 |
Assets Managed by Firm | $885,437,302 |
No. of Clients | 1679 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1679 | $885,437,302 |
Individuals (other than high net worth individuals) | 88 | $44,921,865 |
High net worth individuals | 257 | $834,624,948 |
Charitable organizations | 2 | $5,890,489 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,964,385,404,654 | 31349 | 1264 | |
$1,282,732,502,947 | 1559 | 2021 | |
$1,062,795,395,069 | 172 | 161 | |
$1,014,331,002,469 | 246 | 243 | |
$824,740,096,815 | 1965880 | 269 |
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