Sensus Investment Management

RIAState Registered

Total AUM

$65.9M

Discretionary

$7.1M

11% of AUM

Avg account

$8.2M

Accounts

8

Employees

1

Advisory reps

1

Firm details

Headquarters: Englewood Cliffs, New Jersey
CRD number: 145961
Registered since: January 3, 2008
Website: www.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 an independent, New Jersey–based limited liability company that provides fee-based wealth management to individuals and families. The firm is owner-operated and focuses on portfolio management for individuals and small businesses, along with some pension consulting services. Sensus reports it does not pursue ESG investing and does not act as a capital allocator or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds89%
Exchange Traded Equities7%
US Government Bonds3%
Cash & Cash Equivalents1%

Contacts

1 of 1

Boaz Witelson
Managing PartnerCRD 4618473

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Englewood Cliffs, NJ

Bergen

Location

Englewood Cliffs, NJ

Headquartered in Englewood Cliffs, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Bergen
Address: 560 Sylvan Ave
Time zone: ET (UTC-5)
Office locations

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