CRD: 145961
Sensus Investment Management
$65.9M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · John Hancock · Reliance Trust Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-26-2008
- Office Locations
- 1
Office Locations
560 Sylvan Avenue Englewood Cliffs NJ
About Sensus Investment Management
Sensus Investment Management is a Englewood Cliffs-based RIA. The firm has been operating for 17 years. Managing $65.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
53 AVG AGE
$65.9M AVG AUM / ADVISOR
$9.4M AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BOAZ WITELSON
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4618473
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,093,510 | $1,452,618 |
| Non-Discretionary | $58,781,129 | $9,041,314 |
| Total | $65,874,639 | $5,668,560 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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