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Building 2SENSIBLE MONEY, LLC

Map pinSCOTTSDALE, AZ
Phone480-719-7290
NotebookSEC #801-110039
Total AUM
$742.5M
Employees
16
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4200 N MARSHALL WAY
SUITE 2
SCOTTSDALE
AZ 85251
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
480-719-7290
Other Offices
4

ReceiptFinancials

Total AUM
$742.5M
Accounts
1,416
Discretionary
$742.5M
Accounts
1,416
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
104
AUM
$54.4M
HNW Individual Clients
220
AUM
$686.4M
Charitable Organization Clients
2
AUM
$1.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAILLAMANCNENHNJOHPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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