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SENSIBLE MONEY, LLC
SENSIBLE MONEY, LLC
SCOTTSDALE, Arizona
·
3 registered advisors
·
CRD# 158641
SEC# 801-110039
4
480-719-7290
01
Firm Overview
AUM
$515M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SENSIBLE MONEY, LLC
3 registered advisors
Amy Leigh Shepard
SCOTTSDALE, Arizona
CFP
CRD# 6281574
Caley Jared Miller
SCOTTSDALE, Arizona
CRD# 6663528
Dana Marie Anspach
SCOTTSDALE, Arizona
CRD# 2585909
05
Office Locations
SCOTTSDALE, Arizona
3 advisors
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Data sourced from SEC Form ADV filings. SENSIBLE MONEY, LLC (CRD# 158641) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.