Overview
Assets Under Management: $150 million
Headquarters: NEEDHAM, MA
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 121
Discretionary Accounts: 121
Regulatory Filings
CRD Number: 136851
Last Filing Date: 2024-02-12 00:00:00
Website: https://traubcapital.com