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TRAYNOR CAPITAL MANAGEMENT

TRAYNOR CAPITAL MANAGEMENT, INC.

CRD 138881 · SEC 801-78760

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418 E KING ST, MALVERN, PA, 19355, United States

Phone

610-993-9050

Fax

610-561-3556

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.42B

Discretionary AUM

$1.87B

Team

12 total employees; 6 advisory reps; 985 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingBUSINESS FUNDING CONSULTING

Client types

TypeClientsAUM
Individuals1180$1.46B
High net worth individuals410$964.5M

States served

AL, AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD