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Home > Retirement Planners > wyoming > encampment > TRACTION FINANCIAL PARTNERS
TRACTION FINANCIAL PARTNERS
168 County Road 648
Encampment, Wyoming 82325-1028
Tel: 307-672-9738
About TRACTION FINANCIAL PARTNERS
TRACTION FINANCIAL PARTNERS, formally registered with the SEC as TRACTION FINANCIAL PARTNERS. The firm was established in 07/28/2021. They have over 3 offices throughout the country.
TRACTION FINANCIAL PARTNERS is a Encampment, Wyoming based Financial Planning firm with nearly $238,489,119 assets under management, offering retirement planning & investment advisory services to 937 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315215 |
| SEC# | 801-121892 |
| Assets Managed by Firm | $238,489,119 |
| No. of Clients | 937 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 937 | $238,489,119 |
| Individuals (other than high net worth individuals) | 301 | $89,279,171 |
| High net worth individuals | 187 | $141,879,620 |
| Charitable organizations | Fewer than 5 clients | $114,850 |
| Corporations or other businesses | 5 | $7,215,478 |
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|---|---|---|---|
| $18,432,519,674 | 20 | 25 | |
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| $869,628,401 | 7 | 4 | |
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