SENSIBLE FINANCIAL Overview

Sensible Financial Planning & Management Llc. is an investment advisor that manages 313.5 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/14 to 09/30/16. The fund's latest filing disclosed 145MM in positions, representing 46% of the manager's regulatory AUM.

SENSIBLE FINANCIAL StockAlpha

-1.7%
Top 25%
2.25yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SENSIBLE FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHZ 38.1% ETF -3.55% -1.89% 2 0%
BNDX 20.8% ETF -3% -0.93% 0 1%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

SENSIBLE FINANCIAL Founders and Key Employees

Name Title In Position Since
Frederick H. Miller Jr. Member And Chief Compliance Officer March-2002

SENSIBLE FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

SENSIBLE FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ..................................................... 10

Item 9: ...
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SENSIBLE FINANCIAL Portfolio Concentration

SENSIBLE FINANCIAL Location

203 CRESCENT STREET
SUITE 108
WALTHAM, Massachusetts
UNITED STATES, 02453

SENSIBLE FINANCIAL Contact Information

Phone Number: 781-642-0890
Fax Number: 617-812-6138
Website:

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