Trainor Consulting

RIASEC Registered
Total AUM
$53.6K
Discretionary
$53.6K
100% of AUM
Avg account
$26.8K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
312591
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Trainor Consulting operates as a sole proprietorship providing portfolio management services to individuals and small businesses. The firm is owned and run by an individual and charges clients on a percentage-of-AUM basis. It is classified as unclassified in regulatory filings, is not registered as a multi-state adviser, does not position itself as an ESG investor, and does not serve as a pension consultant or capital allocator. Core advisory activity is discretionary portfolio management for retail and small-business clients.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 88%, Exchange Traded Equities 8%, Cash & Cash Equivalents 4%88%
  • Private Funds88%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • Michael Trainor

    Michael Trainor

    OwnerCRD 4482336

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth