Key facts
- THE PRACTICAL PLANNER is a other based in GROTON, MA.
- THE PRACTICAL PLANNER reports $3.3M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 130601- Regulatory AUM
- $3.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 2
- Registered office
- GROTON, MA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as THE PRACTICAL PLANNER, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for THE PRACTICAL PLANNER are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is THE PRACTICAL PLANNER's AUM?
- THE PRACTICAL PLANNER manages approximately $3.3M in assets.