Traub Capital Management

Traub Capital Management (CRD# 136851) is a financial advisory firm headquartered in Needham, MA. They manage $105,358,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $1,620,892
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Traub Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Heydon D. Traub
CRD#: 3051205
97 Chapel St., Needham, MA 02492
90
Wealthminder
score

Heydon Traub (CRD# 3051205) is an Investment Advisor Representative working at Traub Capital Management in Needham, MA and has 1 year of experience in the finance industry.

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