Sensus Investment Management

RIASEC RegisteredEst. 2008

Total AUM

$65.9M

Discretionary

$7.1M

11% of AUM

Avg account

$8.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Englewood Cliffs, New Jersey
CRD number: 145961
Registered since: January 3, 2008
Website: www.sensusgroup.com
Custodians: CHARLES SCHWAB & CO., INC., RELIANCE TRUST, INTERACTIVE BROKERS LLC, MG TRUST CO DBA MATRIX TRUST CO, MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC
Fee structure: Percentage of AUM
Client types: Individuals100%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Sensus Investment Management is an independent RIA organized as a limited liability company and registered with the SEC since 2008. The firm is owner-operated and charges clients on a percentage-of-assets basis. Its advisory practice emphasizes portfolio management for individuals and small businesses; pension consulting services are listed among its activities though the firm is not designated as a pension consultant on its filings. Sensus reports a client base made up of individuals and families, does not present itself as a capital allocator, and does not identify as an active ESG investor or a multi-state adviser.