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PHRACTION MANAGEMENT LLC

COLCHESTER, CT · CRD 298633 · IAPD ↗ · phraction.net · 860-531-9590

$625.5MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — PHRACTION MANAGEMENT LLC crossed $500M in regulatory AUM ($451.0M -> $521.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
September 2024 — PHRACTION MANAGEMENT LLC moved its main office from STAMFORD, CT to COLCHESTER, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
April 2024 — PHRACTION MANAGEMENT LLC reported RAUM up 26% ($358.7M -> $451.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.