Sensible Financial Planning & Management is an investment advisor in Waltham with $730.72 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
43638467
SEC advisor number
801-64149
FINRA CRD number
120766
AUM ?
$730.72 mm
(as of 11 Mar 22)
Accounts
1,568
(as of 11 Mar 22)
Employees
16
(10 investment advisory or research)
Address
Sensible Financial Planning & Management
203 CRESCENT ST
SUITE 404
WALTHAM
MA 02453
203 CRESCENT ST
SUITE 404
WALTHAM
MA 02453
Office hours
Monday - Friday, 9 AM - 5 PM
Phone
(781) 642-0890
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Miller, JR., Frederick, Hotchkiss | Managing Member and CEO | 03/2002 | > 75% |
Luce, Charles | Associate Director of Business Operations and Chief Compliance Officer | 02/2017 | < 5% |
Fine, Richard, Donald | Financial Planner and Senior Advisor | 09/2003 | 10-25% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jul 24
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
18 May 22