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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Practical Planner LLC
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| CRD # | 130601 |
| SEC # | 801-129924 |
| CIK # | |
| AUM | $125.5 M (2025-02-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 978-448-3403 |
| Address | 274 Main St Groton, MA 01450 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 29.2 |
| (b) Individuals (high net worth individuals) | 38 | 96.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 125.5 |
| By Discretionary | ||
| Discretionary | 67 | 125.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 67 | 125.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 122.4 | |
| Total | 67 | 125.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sierra Financial Advisory Incorporated
✚
|
0.1 | |
|
Capital View Wealth Management LLC
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0.1 | |
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Strategic Probability Partners LLC
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0.1 | |
|
Hegarty Advisors LLC
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NY | 0.1 |
|
Core Wealth Advisors LLC
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IN | 0.1 |
|
Opus Financial Solutions LLC
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|
IL | 0.1 |
|
James Scott S Co
✚
|
VA | 0.1 |
|
Liberty Financial Group Inc
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|
WI | 0.1 |
|
Quantum Capital Investments Inc
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|
0.1 | |
|
Integrated Financial Consulting LLC
✚
|
NY | 0.1 |