Sensible Money is an investment advisor in Scottsdale with $422.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-110039
FINRA CRD number
158641
AUM ?
$515.48 mm
(as of 12 Jun 24)
Accounts
1,221
(as of 12 Jun 24)
Employees
16
(10 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Oct 24
13F-HR
Quarterly holdings report by institutional manager
18 Sep 24
13F-HR
Quarterly holdings report by institutional manager
25 Jun 24
13F-HR
Quarterly holdings report by institutional manager
25 Jun 24
13F-HR
Quarterly holdings report by institutional manager
25 Jun 24
13F-HR
Quarterly holdings report by institutional manager
25 Jun 24
13F-HR
Quarterly holdings report by institutional manager
25 Jun 24
13F-HR
Quarterly holdings report by institutional manager
25 Jun 24