TRACTION FINANCIAL PARTNERS

TRACTION FINANCIAL PARTNERS, LLC

CRD 315215 · SEC 801-121892

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168 COUNTY ROAD 648, ENCAMPMENT, WY, 82325-1028, United States

Phone

307-672-9738

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$288.4M

Discretionary AUM

$288.4M

Team

9 total employees; 6 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCONSULTING

Client types

Type	Clients	AUM
Individuals	128	$20.0M
High net worth individuals	198	$252.4M
Pension/profit sharing plans	7	$2.5M
Corporations/business entities	5	$10.5M

States served

AZ, CO, IL, NE, OR, WY, MO, TX, NH, FL

All web addresses on file

https://www.youtube.com/channel/UCoBn0ApDJ22U_H_yimqqDmg
https://www.instagram.com/tractionfp/
https://www.facebook.com/tractionfp
https://www.linkedin.com/company/traction-fp/
HTTPS://TRACTIONFP.COM

Official SEC filing: View on IAPD