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Building 2THE PRACTICAL PLANNER

Map pinGROTON, MA
Phone978-448-3403
NotebookSEC #801-129924
Total AUM
$145.3M
Employees
2
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
274 MAIN ST
GROTON
MA 01450
United States
Operating Hours
9-5
BY APPT
Phone
978-448-3403

ReceiptFinancials

Total AUM
$145.3M
Accounts
66
Discretionary
$145.3M
Accounts
66
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$11.9M
HNW Individual Clients
54
AUM
$133.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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