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 09/30/20. The fund's latest filing disclosed 244MM in positions, representing 78% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/14 to 09/30/20. The fund's latest filing disclosed 244MM in positions, representing 78% of the manager's regulatory AUM.
SENSIBLE FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SENSIBLE FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTIFX | 25.23% | ETF | 0.6% | -0.59% | 0 | 2% | ||
| SCHZ | 21.67% | ETF | 0.38% | -0.54% | 1 | 1% | ||
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FEATURED IN
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
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SENSIBLE FINANCIAL Portfolio Concentration
SENSIBLE FINANCIAL Location
203 CRESCENT STREET
SUITE 108
WALTHAM, Massachusetts
UNITED STATES, 02453
SUITE 108
WALTHAM, Massachusetts
UNITED STATES, 02453
SENSIBLE FINANCIAL Contact Information
Phone Number: 781-642-0890
Fax Number: 617-812-6138
Website: http://www.sensiblefinancial.com
Fax Number: 617-812-6138
Website: http://www.sensiblefinancial.com
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