DBA: THE PRACTICAL PLANNER
| Total AUM | $145.3M |
| Discretionary | $145.3M100% of AUM |
| Client Accounts | 66 |
| Avg Account Size | $2.2M |
| Employees | 2 |
| Peak AUM | $145.3MFeb 2026 |
| AUM CAGR | +16.3% /yrover 2 yrs · 3 filings |
Total AUM
$145M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $145M | +15.8% | +16.3% | — | — |
| Discretionary AUM | $145M | +15.8% | |||
| Total AUM | $145.3M |
| Discretionary | $145.3M |
| Employees | 2 |
| Client Accounts | 66 |
| Client Range | 1-10 |
Address
274 MAIN ST
GROTON MA 01450
Phone
978-448-3403
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$145M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +16.3% |
| — |
— |
| Total Accounts | 66 | 1.5% | 0.8% | — | — |
| Avg Account Size | $2M | +17.6% | +17.2% | — | — |
| Employees | 2 | 0.0% | 0.0% | — | — |
| AUM / Employee | $73M | +15.8% | +16.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $145M | +15.8% | +16.3% | — | — |
Client Count Segments | |||||
| HNW Clients | 12 | 58.6% | 43.7% | — | — |
| Individuals | 54 | +42.1% | +33.6% | — | — |