Sensible Investment Strategies, LLC
RIAState Registered
Total AUM
$24.4M
Discretionary
$14.5M
60% of AUM
Avg account
$353K
Accounts
69
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 128079
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.12%
- Individuals36.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sensible Investment Strategies, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm caters primarily to individual and family clients, employing a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While the firm does not actively engage in ESG investing, it has established a reputation for its personalized approach to wealth management.
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
- Exchange Traded Equities68%
- Cash & Cash Equivalents25%
- Other7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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