Sensible Financial Planning and Management, Llc, MA — Investment Adviser | BuildTrust

Active

SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC

Investment AdviceWALTHAM, MA

Assets Under Management

$885.4M

Total AUM

Donut chart: Discretionary 868.7M, Non-Discretionary 16.7M
Category	Value
Discretionary	868.7M
Non-Discretionary	16.7M

Adviser Information

Field	Value
CRD Number	120766
SEC Number	801-64149
Street Address	203 CRESCENT STREET
Street Address 2	SUITE 404
Location	WALTHAM, MA 02453
Country	United States
Phone	781-642-0890
Fax	781-810-4830
Total Employees	20

Client Count by Type (347 Total)

Horizontal bar chart: High Net Worth Individual… 257, Individuals (other than H… 88, Charitable Organizations 2
Category	Value
High Net Worth Individual…	257
Individuals (other than H…	88
Charitable Organizations	2