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Building 2TRAUB CAPITAL MANAGEMENT

Map pinNEEDHAM, MA
Phone781-453-3929
NotebookSEC #801-70068
Total AUM
$210.8M
Employees
4
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
97 CHAPEL ST
SUITE 7
NEEDHAM
MA 02492-2680
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
781-453-3929

ReceiptFinancials

Total AUM
$210.8M
Accounts
131
Discretionary
$207.4M
Accounts
130
Non-Discretionary
$3.4M
Accounts
1

ContactClients

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Individual Clients
59
AUM
$14M
HNW Individual Clients
70
AUM
$192.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.7M
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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