Traub Capital Management

Traub Capital Management (CRD# 136851) is a financial advisory firm headquartered in Needham, MA. They manage $149,509,953 in 121 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
97 Chapel St, Suite 7, Needham, MA 02492
http://traubcapital.com/
By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $1,235,619
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, TX

Financial Advisors at Traub Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Heydon Traub, financial advisor Needham MA
Heydon D. Traub
CRD#: 3051205
97 Chapel St., Needham, MA 02492

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.

2
Agnes Olshansky, financial advisor Needham MA
Agnes Olshansky
CRD#: 7070000
97 Chapel St., Suite 7, Needham, MA 02492

Agnes Olshansky (CRD# 7070000) is an Investment Advisor Representative working at Traub Capital Management in Needham, MA and has 1 year 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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