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TRACTION FINANCIAL PARTNERS
ENCAMPMENT, WY
307-672-9738
SEC #801-121892Total AUM
$288.4M
Employees
9Clients
339Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
168 COUNTY ROAD 648
ENCAMPMENT
WY 82325-1028
United States
ENCAMPMENT
WY 82325-1028
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
307-672-9738
Other Offices
1
Financials
Total AUM
$288.4M
Accounts
818Discretionary
$288.4M
Accounts
818Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
128AUM
$20M
HNW Individual Clients
198AUM
$252.4M
Pension/Profit Sharing Plan Clients
7AUM
$2.5M
Charitable Organization Clients
1AUM
$2.9M
Corporation or Business Clients
5AUM
$10.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCOFLILMONENHORTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.