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
Traub Capital Management
By the Numbers
-
Total Assets Under Management150MILLION
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Total Number of Accounts121ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, TX
Financial Advisors at Traub Capital Management
1
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 (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.
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