Overview
Assets Under Management: $238 million
Headquarters: ENCAMPMENT, WY
High-Net-Worth Clients: 287
Average Client Assets: $636,387
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 287
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.50
Average High-Net-Worth Client Assets: $636,387
Total Client Accounts: 937
Discretionary Accounts: 937
Regulatory Filings
CRD Number: 315215
Last Filing Date: 2024-08-08 00:00:00
Website: https://tractionfp.com