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Traynor, Keith Thomas (Malvern)


Traynor, Keith Thomas is a mid-sized advisory firm based in Malvern. It manages $40 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New Jersey and Pennsylvania.




Traynor, Keith Thomas provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Traynor, Keith Thomas: assets under management

The assets under management (AUM) of Traynor, Keith Thomas is $40 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34 million in discretionary accounts and $6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Traynor, Keith Thomas for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Malvern

The principal office where Traynor, Keith Thomas performs its advisory services is located at 33 Meadow Creek Ln., Malvern, PA 19355, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-993-9050/888-987-2966 or by fax 610-722-1291. The normal business hours are 8am-7pm on Monday - Friday.


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