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|
| Keyboard |
| The Practical Planner LLC
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|
|---|---|
| CRD # | 130601 |
| SEC # | 801-129924 |
| CIK # | |
| AUM | 145.3 M (2026-02-26) |
| 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) | 12 | 11.9 |
| (b) Individuals (high net worth individuals) | 54 | 133.4 |
| (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 | 66 | 145.3 |
| By Discretionary | ||
| Discretionary | 66 | 145.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 66 | 145.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 142.1 | |
| Total | 66 | 145.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (3 non-US) |
| Serves | Retail |
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|---|---|---|
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Sierra Financial Advisory Incorporated
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