|
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| The Practical Planner LLC
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| |
|---|---|
| CRD # | 130601 |
| SEC # | 801-129924 |
| CIK # | |
| AUM | $108.9 MM (2024-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 978-448-3403 |
| Address | 274 Main St Groton, MA 01450 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 34.5 |
| (b) Individuals (high net worth individuals) | 31 | 74.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 108.9 |
| By Discretionary | ||
| Discretionary | 67 | 108.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 67 | 108.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 106.0 | |
| Total | 67 | 108.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Springboard Asset Management LLC
✚
|
CT | 0.1 |
|
Stapp Wealth Management PLLC
✚
|
WA | 0.1 |
|
Armstrong Shaw Associates Inc
✚
|
CT | 0.1 |
|
Manuka Financial LLC
✚
|
VA | 0.1 |
|
Primm & Co Inc
✚
|
NJ | 0.1 |
|
Johnson & Shute Investment Advisors Inc
✚
|
WA | 0.1 |
|
Titletown Wealth Management LLC
✚
|
WI | 0.1 |
|
Tublin - Difusco Advisors Inc
✚
|
NY | 0.1 |
|
Schnall Advisory Services Inc
✚
|
NY | 0.1 |
|
Bill Spalding Wealth Management
✚
|
GA | 0.1 |