$53.6K Total AUM
$53.6K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
4 yrs Firm Age
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- Custodian
- BNY Mellon
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-15-2022
- Office Locations
- 1
Office Locations
-- Winchester VA
About Trainor Consulting
Trainor Consulting is a Winchester, VA advisory led by Michael Trainor (in financial services since 1987). The firm supports individuals, families, and businesses with tax preparation, tax-basis research, accounting and securities valuation work, plus portfolio management and portfolio construction, with assets custodied at BNY Mellon.
Team overview
62 AVG AGE
$53.6K AVG AUM / ADVISOR
$26.8K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL RALPH TRAINOR
Investment Advisor, Owner
- CRD
- #4482336
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,617 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,617 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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