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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KONETZNY, JOHN, HENRY | I | MANAGING MEMBER/CCO | E | Control |
| KONETZNY, JOHN, HENRY | I | MANAGING MEMBER/CCO | E | Control |
| KONETZNY, PATRICIA, ANN | I | MANAGING MEMBER | C | Control |
| KONETZNY, PATRICIA, ANN | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Feb 26, 2025 REGISTERED
Notice Filings (2)
MA NH
Address
274 MAIN STGROTON, MA 01450
United States
Phone: 978-448-3403