TRAUB CAPITAL MANAGEMENT, LLC

TRAUB CAPITAL MANAGEMENT
NEEDHAM, Massachusetts·1 registered advisor·CRD# 136851
SEC# 801-700680781-453-3929
01

Firm Overview

AUM
$150M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRAUB CAPITAL MANAGEMENT, LLC

1 registered advisor
Heydon David Traub
NEEDHAM, Massachusetts
05

Office Locations

NEEDHAM, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. TRAUB CAPITAL MANAGEMENT, LLC (CRD# 136851) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.