SENSIBLE MONEY, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 158641). Regulatory assets under management: $742.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| David Schoenecker | CHIEF OPERATING OFFICER | — |
| Dana Marie Anspach | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Caley Jared Miller | MEMBER | — |
| Amy Leigh Shepard | MEMBER | — |
| ANSPACH DANA MARIE | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MILLER CALEY Jared | MEMBER | — |
| SHEPARD AMY LEIGH | MEMBER | — |
| Schoenecker David | CHIEF OPERATING OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2014-07-02 | civil | BREACH OF CONTRACT. RETIREE, INC. ALLEGED VIOLATION OF AN APRIL 7, 2011 CONFIDENTIALITY, NON-COMPETE, AND INVENTION OWNERSHIP AGREEMENT WHICH MS. ANSPACH ENTERED INTO PRIOR TO THE FORMATION OF SENSIBLE MONEY, LLC. | Final | $250K |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 843-253-0187 |
| — | — | 1 | 781-995-3600 |
| — | — | 1 | 786-807-9741 |
| — | — | 1 | 8137264636 |
| — | — | 1 | 843-253-0187 |
| — | — | 1 | 781-995-3600 |
| — | — | 1 | 786-807-9741 |
| — | — | 1 | 8137264636 |