Trachtenberg Capital Management, LLC

Trachtenberg Capital Management, LLC (CRD# 143054) is a financial advisory firm headquartered in , . They manage $41,136,091 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $462,203
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Trachtenberg Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gordon Trachtenberg, financial advisor Beverly Hills CA
Gordon C. Trachtenberg
CRD#: 2437353
Beverly Hills, CA

Gordon Trachtenberg (CRD# 2437353) is an Investment Advisor Representative working at Trachtenberg Capital Management, LLC in Beverly Hills, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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