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Building 2SENSIBLE PORTFOLIOS, LLC

Map pin
Phone775-323-1488
NotebookSEC #801-130214
Total AUM
$194.7M
Employees
2
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
775-323-1488

ReceiptFinancials

Total AUM
$194.7M
Accounts
305
Discretionary
$194.7M
Accounts
305
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
71
AUM
$21M
HNW Individual Clients
102
AUM
$173.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVNYTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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