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Traynor Capital Management
Malvern, Pennsylvania
2.6
15 Reviews
While the majority of their managed assets cater to high net worth individuals, the firm also possesses the expertise to handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Remarkably, 90% of the assets they manage are under their discretion, showcasing their clients' trust in their investment strategies.
Assets Under Mgmt
$823.1M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other: BUSINESS FUNDING CONSULTING
Reviews for Traynor Capital Management
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