Overview
Assets Under Management: $238 million
Headquarters: ENCAMPMENT, WY
High-Net-Worth Clients: 287
Average Client Assets: $636,387
Frequently Asked Questions
TRACTION FINANCIAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315215), TRACTION FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
TRACTION FINANCIAL PARTNERS, LLC is headquartered in ENCAMPMENT, WY.
TRACTION FINANCIAL PARTNERS, LLC serves 287 high-net-worth clients according to their SEC filing dated August 08, 2024. View client details ↓
According to their SEC Form ADV, TRACTION FINANCIAL PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TRACTION FINANCIAL PARTNERS, LLC manages $238 million in client assets according to their SEC filing dated August 08, 2024.
According to their SEC Form ADV, TRACTION FINANCIAL PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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