Manager; Chief Investment Officer, Chief Executive Officer · Phraction Management LLC
Jason L. Stollman
CRD 5276190 · Named on Form ADV at one SEC-registered adviser
At a glance
Phraction Management LLC, an SEC-registered asset manager based in Colchester, CT with $626 million in regulatory assets, lists Jason L. Stollman on its Form ADV as Manager; Chief Investment Officer, Chief Executive Officer, a control person.
Firms and roles
- Phraction Management LLCManager; Chief Investment Officer, Chief Executive OfficerAsset manager · Colchester, CT · $626M in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Christine B. WrightCOO, Phraction Management LLC
- Jeffrey G. SjovallChief Compliance Officer, CSO, Amlco, Phraction Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.