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Home > Retirement Planners > connecticut > colchester > PHRACTION MANAGEMENT LLC
PHRACTION MANAGEMENT LLC
139 S. Main St
Second Floor
Colchester, Connecticut 06415
Tel: 860-531-9590
About PHRACTION MANAGEMENT LLC
PHRACTION MANAGEMENT LLC, formally registered with the SEC as PHRACTION MANAGEMENT LLC. The firm was established in 10/04/2018. They have over 2 offices throughout the country.
PHRACTION MANAGEMENT LLC is a Colchester, Connecticut based Financial Planning firm with nearly $450,985,988 assets under management, offering retirement planning & investment advisory services to 148 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298633 |
| SEC# | 801-114087 |
| Assets Managed by Firm | $450,985,988 |
| No. of Clients | 148 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (A PERCENTAGE OF AUM SUBJECT TO A MINIMUM FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 148 | $450,985,988 |
| Individuals (other than high net worth individuals) | 1 | $941,878 |
| High net worth individuals | 58 | $424,357,351 |
| Corporations or other businesses | 4 | $25,686,759 |
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