Sensus Investment Management Group LLC is a mid-sized advisory firm based in Englewood Cliffs. It manages $47.05 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of New Jersey and New York.
Sensus Investment Management Group provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sensus Investment Management Group LLC is $47.05 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sensus Investment Management Group LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Sensus Investment Management Group is individuals with 10 clients and $47.05 million of assets under management. Among the 4 most similar advisory firms, Sensus Investment Management Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $47.05 million for 10 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sensus Investment Management Group doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sensus Investment Management Group LLC performs its advisory services is located at 560 Sylvan Avenue, Englewood Cliffs, NJ 07632, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-736-7871 or by fax 888-736-7871. The normal business hours are 9:00 am -5:00 pm on Monday - Friday. You can find more information about the New York firm at sensusgroup.com.