THE PRACTICAL PLANNER, LLC
Legal name: THE PRACTICAL PLANNER
CRD #130601 SEC #801-129924 GROTON, MA 978-448-3403
SEC Registered
Total AUM
$125.5M
Discretionary
$125.5M
Employees
2
Clients
10
Accounts
67
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $125.5M | $125.5M | $0 | 2 | 1 |
| Mar 2024 | $108.9M | $108.9M | $0 | 2 | 1 |
DateFeb 2025
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees2
Clients1
DateMar 2024
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees2
Clients1