Traynor Capital Management
Traynor Capital Management (CRD# 138881) is a financial advisory firm headquartered in Malvern, PA. They manage $210,000,000 in 420 accounts and serve the financial needs of clients across 21 states (or territories).
Total Assets Under Management210MILLION
Total Number of Accounts420ACCOUNTS
Average Account Value$500,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MN, MO, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA
Matthew Ihlein (CRD# 6485121) is an Investment Advisor Representative working at Traynor Capital Management in Malvern, PA and has 1 year of experience in the finance industry.
Keith Traynor (CRD# 2152210) is an Investment Advisor Representative working at Traynor Capital Management in Malvern, PA and has over 25 years of experience in the finance industry. Keith Traynor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.