Sensible Financial Planning and Management LLC
Legal Name: SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
203 CRESCENT STREET, SUITE 404, WALTHAM, MA
Full Contact Details
Sensible Financial Planning and Management LLC
203 CRESCENT STREET, SUITE 404, WALTHAM, MA
781-642-0890
781-810-4830
Other Info
Sensible Financial Planning and Management LLC is legally known as SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC. It is a MA Limited Liability Company. This firm has 11 employees, of which 8 are employees in advisory roles. It serves 7 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 18, 2005.
Direct Owners
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CHARLES LUCE
CHIEF COMPLIANCE OFFICER owns less than 5%
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MILLER, JR., FREDERICK, HOTCHKISS
MANAGING MEMBER AND CEO owns 75% or more
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RICHARD DONALD FINE
FINANCIAL PLANNER AND SENIOR ADVISOR owns more than 10% but less than 25%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 7, 2019
- Schwab Aggregate Bond ETF (SCH $70,825k
- VANGUARD CHARLOTTE FDS $51,732k
- VANGUARD INDEX FDS S&P 500 ETF SHS $14,103k
- VANGUARD BD INDEX FD INC $13,164k
- SCHWAB STRATEGIC TR $12,665k
- VANGUARD INDEX FDS TOTAL STK MKT $10,526k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $8,375k
- ISHARES TR CORE US AGGBD ET $7,648k
- VANGUARD MALVERN FDS $5,827k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $5,719k