TRAYNOR CAPITAL MANAGEMENT
Firm details
- Headquarters
- MALVERN, Pennsylvania
- CRD number
- 138881
- Registered since
- November 5, 2013
- Website
- traynorcapitalmanagement.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals60.15%
- HNWI39.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Traynor Capital Management is an SEC-registered independent RIA (registered in 2013) organized as a corporation with individual ownership. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory platform centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, and it also provides pension consulting services. Traynor does not list itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities66%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents9%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Contacts
3 of 7MICHAEL JORDAN
Investment AdvisorCRD 1565375
DAVID PECK
Investment Advisor RepresentativeCRD 6478024
KEITH TRAYNOR
Founder & PresidentCRD 2152210
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$356M in ETFs
72%
$256M
25%
$99.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $55.3M | 993,025 | 15.53% |
Location
MALVERN, PA
CHESTER
Location
MALVERN, PA
Headquartered in MALVERN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- CHESTER
- Address
- 418 E King St
- Time zone
- ET (UTC-5)
- Office locations
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