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Building 2PHRACTION MANAGEMENT LLC

Map pinCOLCHESTER, CT
Phone860-531-9590
NotebookSEC #801-114087
Total AUM
$625.5M
Employees
7
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
139 S. MAIN ST
SUITE 2
COLCHESTER
CT 06415
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
860-531-9590

ReceiptFinancials

Total AUM
$625.5M
Accounts
130
Discretionary
$625.5M
Accounts
130
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
50
AUM
$242.4M
Corporation or Business Clients
23
AUM
$383.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF AUM SUBJECT TO A MINIMUM FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFL

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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