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TRAUB CAPITAL MANAGEMENT

NEEDHAM, MA · CRD 136851 · IAPD ↗ · traubcapital.com · 781-453-3929

$210.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — TRAUB CAPITAL MANAGEMENT reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.