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PHRACTION MANAGEMENT LLC

CRD 298633 · SEC 801-114087

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139 S. MAIN ST, SUITE 2, COLCHESTER, CT, 06415, United States

Phone

860-531-9590

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$625.5M

Discretionary AUM

$625.5M

Team

7 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; A PERCENTAGE OF AUM SUBJECT TO A MINIMUM FEE

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals50$242.4M
Corporations/business entities23$383.1M

States served

CT, FL

All web addresses on file

Official SEC filing: View on IAPD