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Building 2TRAYNOR CAPITAL MANAGEMENT

Map pinMALVERN, PA
Phone610-993-9050
NotebookSEC #801-78760
Total AUM
$2.4B
Employees
12
Clients
1,590

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
418 E KING ST
MALVERN
PA 19355
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
610-993-9050

ReceiptFinancials

Total AUM
$2.4B
Accounts
1,660
Discretionary
$1.9B
Accounts
1,280
Non-Discretionary
$550.5M
Accounts
380

ContactClients

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Individual Clients
1,180
AUM
$1.5B
HNW Individual Clients
410
AUM
$964.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS FUNDING CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDEFLGAIAIDILINKSKYLAMAMDMIMNMOMSNCNENHNJNVNYOHOKORPASCTNTXUTVAWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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