Trainor Consulting
Firm details
- Headquarters
- ,
- CRD number
- 312591
- Website
- mrtrainorconsulting.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds88%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Michael Trainor
OwnerCRD 4482336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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