DIRECTORY OF REGISTERED ADVISORS
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TRAUB CAPITAL MANAGEMENT
Tel: 781-453-3929
97 Chapel St Suite 7
Needham, Massachusetts 02492-2680
TRAUB CAPITAL MANAGEMENT
TRAUB CAPITAL MANAGEMENT is a Needham, Massachusetts based financial advisory firm with nearly $149,509,953 in assets under management and provides investment advisory services for 121 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
136851
SEC#:
801-70068
No. of Clients:
121
Assets under Management
$149,509,953
No. of Advisors:
3
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