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TRAUB CAPITAL MANAGEMENT
97 Chapel St
Suite 7
Needham, Massachusetts 02492-2680
Tel: 781-453-3929
About TRAUB CAPITAL MANAGEMENT
TRAUB CAPITAL MANAGEMENT, formally registered with the SEC as TRAUB CAPITAL MANAGEMENT. The firm was established in 04/16/2009. They have over 1 offices throughout the country.
TRAUB CAPITAL MANAGEMENT is a Needham, Massachusetts based Financial Planning firm with nearly $149,509,953 assets under management, offering retirement planning & investment advisory services to 121 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136851 |
| SEC# | 801-70068 |
| Assets Managed by Firm | $149,509,953 |
| No. of Clients | 121 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 121 | $149,509,953 |
| Individuals (other than high net worth individuals) | 72 | $25,403,754 |
| High net worth individuals | 47 | $120,660,083 |
| Pension and profit sharing plans | 1 | $2,106,381 |
| Corporations or other businesses | 2 | $1,339,735 |
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