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Sensible Financial Planning & Management, LLC. Info

Sensible Financial Planning & Management, LLC. info

Sensible Financial Planning & Management, LLC. (SEC CIK 1567738) first filed with the SEC on 2013-01-24 (Form 13F-NT) and has filed 48 times since, including 45 Form 13F-HR quarterly holdings reports. It is organized in MA and registered at 203 CRESCENT ST, SUITE 404, WALTHAM, MA, 02453.

  • Name: Value Sensible Financial Planning & Management, LLC..
  • SEC CIK: Value 1567738.
  • State of organization: Value MA.
  • Business address: Value 203 CRESCENT ST, SUITE 404, WALTHAM, MA, 02453.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameSensible Financial Planning & Management, LLC.
SEC CIK1567738
State of organizationMA
Business address203 CRESCENT ST, SUITE 404, WALTHAM, MA, 02453
Mailing address203 CRESCENT ST, SUITE 404, WALTHAM, MA, 02453
Phone(781) 642-0890
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2013-01-24 (Form 13F-NT)
Latest SEC filing2025-11-05 (Form 13F-HR)
Filings on EDGAR48
First Form 13F-HR2014-11-21 (quarter ended 2014-09-30)
Latest Form 13F-HR2025-11-05 (quarter ended 2025-09-30)
Form 13F-HR filings45

Filings by Form

FormFilingsLatest
13F-HR452025-11-05
N-PX22025-07-14
13F-NT12013-01-24

Filings by Year

YearFilingsForm 13F-HR
202554
202454
202344
202244
202144
202044
201944
201844
201744
201644
201544
201411
201310

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