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TRAYNOR CAPITAL MANAGEMENT
418 E King St
Malvern, Pennsylvania 19355
Tel: 610-993-9050
About TRAYNOR CAPITAL MANAGEMENT
TRAYNOR CAPITAL MANAGEMENT, formally registered with the SEC as TRAYNOR CAPITAL MANAGEMENT. The firm was established in 11/05/2013. They have over 1 offices throughout the country.
TRAYNOR CAPITAL MANAGEMENT is a Malvern, Pennsylvania based Financial Planning firm with nearly $823,099,960 assets under management, offering retirement planning & investment advisory services to 1284 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 138881 |
| SEC# | 801-78760 |
| Assets Managed by Firm | $823,099,960 |
| No. of Clients | 1284 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1284 | $823,099,960 |
| Individuals (other than high net worth individuals) | 820 | $551,917,911 |
| High net worth individuals | 145 | $271,182,049 |
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