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TRAYNOR CAPITAL MANAGEMENT

418 E King St
Malvern, Pennsylvania 19355
Tel: 610-993-9050

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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 $1,245,013,642 assets under management, offering retirement planning & investment advisory services to 1275 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#138881
SEC#801-78760
Assets Managed by Firm$1,245,013,642
No. of Clients1275
No. of Advisors12

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (BUSINESS FUNDING CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total1275$1,245,013,642
Individuals (other than high net worth individuals)848$834,159,140
High net worth individuals155$410,854,502

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