Sensenig Capital Advisors, Inc.
Firm details
- Headquarters
- Collegeville, Pennsylvania
- CRD number
- 142821
- Registered since
- February 12, 2018
- Website
- sensenigcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.4%
- Individuals16.82%
- Pension & Profit Sharing Plans2.77%
- Charitable Organizations2.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Sensenig Capital Advisors, Inc. is an independent RIA that provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and publishes periodic client communications. The firm is registered with the SEC (registration year 2018) and serves both individual & family and institutional clients. Its fees include percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. The firm is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$109M in ETFs
18%
$19.3M
82%
$90.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $34.1M | 266,361 | 31.18% |
Location
Collegeville, PA
Montgomery
Location
Collegeville, PA
Headquartered in Collegeville, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 133 Level Rd
- Time zone
- ET (UTC-5)
- Office locations
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