Frequently Asked Questions (FAQ) About
Sensible Financial Planning and Management LLC
Where is Sensible Financial Planning and Management LLC Located
203 CRESCENT STREET, SUITE 404, WALTHAM, MA
Is the firm operating under a legal name?
The firm is using the following primary business name:
Sensible Financial Planning and Management LLC,
while the legal name is: SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
How many employees does the firm employ?
Sensible Financial Planning and Management LLC has 11 employees, of which 8 are employees in advisory roles
.
How many clients does the firm serve?
It serves 7 clients.
What are the top holdings of this firm?
Schwab Aggregate Bond ETF (SCH | VANGUARD CHARLOTTE FDS | VANGUARD INDEX FDS S&P 500 ETF SHS | VANGUARD BD INDEX FD INC | SCHWAB STRATEGIC TR | VANGUARD INDEX FDS TOTAL STK MKT | VANGUARD BD INDEX FD INC TOTAL BND MRKT | ISHARES TR CORE US AGGBD ET | VANGUARD MALVERN FDS | VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF
What other investment firms are located in the vicinity?