Sensenig Capital Advisors, Inc
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Overview
Sensenig Capital Advisors, Inc is an advisory firm that has its headquarters in Collegeville, Pennsylvania. Sensenig Capital Advisors, Inc manages $157.8 million in assets under management over 347 accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). The firm has a small team, including 3 financial advisors. Sensenig Capital Advisors, Inc is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as equities, bonds and options.
Sensenig Capital Advisors, Inc manages 293 of its client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell choices without requiring client authorization. Sensenig Capital Advisors, Inc also has 54 non-discretionary accounts totaling $48.2 million in assets under management. Sensenig Capital Advisors, Inc's typical account size is $454,773. An average financial advisor at Sensenig Capital Advisors, Inc manages about 116 client accounts.
The company's headquarters is located at 100 Springhouse Drive, Collegeville, Pennsylvania 19426. The company is allowed to serve customers throughout a number of states, including Michigan, New Hampshire, New Jersey and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sensenig Capital Advisors, Inc by the Numbers
$157.8 million
6
347
$454.8 thousand
Products and Services
Sensenig Capital Advisors, Inc provides multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. In the past fiscal year, the firm provided 1-10 of its accounts with financial planning services. The firm does not sell products or offer services aside from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually are based on which services are provided. However, fees billed by Sensenig Capital Advisors, Inc may include the following fee structures: asset-based, hourly or fixed. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Sensenig Capital Advisors, Inc caters to retail investors and high net worth investors. Out of its 347 clients, Sensenig Capital Advisors, Inc's biggest client by number of accounts is retail investors, though it also manages money for 43 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 35.83%
- Other Individuals - 64.17%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sensenig Capital Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sensenig Capital Advisors, Inc
Collegeville, PA
Collegeville, PA
Collegeville, PA
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