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, operating as a corporation and owned by an individual. The firm registered with the SEC in 2013 and focuses on serving individual and family clients through a percentage-of-AUM fee model. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting. Traynor reports no active ESG investing program and does not present itself as a multi-state adviser or a capital allocator to external managers.
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%
Contacts
3 of 7
Michael 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 144Active vs passive
$524M in ETFs
76%
$399M
22%
$126M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY SEMICONDUCTOR BULL 3X ETF (SOXL) | Direxion | Passive | Trading Leveraged Equity | $74.3M | 278,659 | 14.17% |
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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