Overview
Assets Under Management: $150 million
Headquarters: NEEDHAM, MA
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
TRAUB CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136851), TRAUB CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TRAUB CAPITAL MANAGEMENT, LLC is headquartered in NEEDHAM, MA.
TRAUB CAPITAL MANAGEMENT, LLC serves 49 high-net-worth clients according to their SEC filing dated February 12, 2024. View client details ↓
According to their SEC Form ADV, TRAUB CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TRAUB CAPITAL MANAGEMENT, LLC manages $150 million in client assets according to their SEC filing dated February 12, 2024.
According to their SEC Form ADV, TRAUB CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
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