SENSUS INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 2008

Total AUM

$65.9M

Discretionary

$7.1M

11% of AUM

Avg account

$8.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ENGLEWOOD CLIFFS, New Jersey
CRD number: 145961
Registered since: January 3, 2008
Website: sensusgroup.com
Custodians: CHARLES SCHWAB & CO., INC., RELIANCE TRUST, INTERACTIVE BROKERS LLC, MG TRUST CO DBA MATRIX TRUST CO, MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC
Fee structure: Percentage of AUM
Client types: Individuals100%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Sensus Investment Management is a small, owner-operated RIA that focuses on portfolio management for individuals and small businesses and offers pension consulting services. The firm favors a fee model based on a percentage of assets under management and is not positioned as an ESG-driven manager. Investment activity centers on liquid, manager-driven public funds and mutual funds rather than a heavy allocation to individual stock-picking under discretionary authority. The advisor operates largely in an advisory, non-discretionary capacity for most client assets, using third‑party custodians and external managers for alternative exposure when appropriate.