Trainor Consulting
RIASEC Registered
Total AUM
$53.6K
Discretionary
$0
0% of AUM
Avg account
$26.8K
Accounts
2
Employees
1
Advisory reps
1
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 is a small, independent registered investment adviser operating as a sole proprietorship and owned by an individual. The firm provides portfolio management services targeted at individuals and small businesses and charges fees based on a percentage of assets under management. It is not positioned as a capital allocator or pension consultant, does not report being an active ESG investor, and is not identified as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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