Phraction Management LLC

Phraction Management LLC (CRD# 298633) is a financial advisory firm headquartered in Stamford, CT. They manage $450,985,988 in 148 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1 Landmark Square 8th Floor, Stamford, CT 06901
https://www.phraction.net/
By the Numbers
  • Total Assets Under Management
    451
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $3,047,203
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL

Financial Advisors at Phraction Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Schellens, financial advisor Stamford CT
James W. Schellens
CRD#: 5992543
1 Landmark Square 8th Floor, Stamford, CT 06901

James Schellens (CRD# 5992543) is an Investment Advisor Representative working at Phraction Management LLC in Stamford, CT and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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