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 independent registered investment adviser structured as a corporation and owned by an individual. The firm is SEC-registered (registered in 2013). Its client focus is individuals and families, and it charges clients on a percentage-of-AUM fee basis. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses and institutions, together with pension consulting services. The firm does not identify as an active ESG investor and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities66%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents9%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 141Active vs passive
$489M in ETFs
73%
$356M
24%
$133M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $60.2M | 1,071,302 | 12.32% |
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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