Overview
Assets Under Management: $885 million
Headquarters: WALTHAM, MA
High-Net-Worth Clients: 257
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 257
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,679
Discretionary Accounts: 1,653
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 120766
Last Filing Date: 2025-02-06 00:00:00
Website: https://sensiblefinancial.com