Phraction Management LLC

$625.5MAssets under management
as of Sep 2026 · SEC Form ADV
Colchester, CT
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Tech stack

No one at Phraction Management LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Phraction Management LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $212M held · filed Nov 2024
Morgan Stanley
Per Form ADV · $106M held · filed Nov 2024
Citi
Per Form ADV · $90M held · filed Nov 2024