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Home > Retirement Planners > pennsylvania > collegeville > SENSENIG CAPITAL ADVISORS, INC.
SENSENIG CAPITAL ADVISORS, INC.
100 Springhouse Drive
Suite 107
Collegeville, Pennsylvania 19426
Tel: 610-584-9700
About SENSENIG CAPITAL ADVISORS, INC.
SENSENIG CAPITAL ADVISORS, INC, formally registered with the SEC as SENSENIG CAPITAL ADVISORS, INC. The firm was established in 02/12/2018. They have over 1 offices throughout the country.
SENSENIG CAPITAL ADVISORS, INC. is a Collegeville, Pennsylvania based Financial Planning firm with nearly $171,274,173 assets under management, offering retirement planning & investment advisory services to 369 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142821 |
| SEC# | 801-112425 |
| Assets Managed by Firm | $171,274,173 |
| No. of Clients | 369 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 369 | $171,274,173 |
| Individuals (other than high net worth individuals) | 75 | $31,775,068 |
| High net worth individuals | 44 | $128,672,501 |
| Pension and profit sharing plans | 8 | $6,524,903 |
| Charitable organizations | 5 | $4,301,701 |
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|---|---|---|---|
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