Julia
Vandergast
Traynor Capital Management
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About this Advisor
Julia Vandergast is a financial advisor based in Malvern, Pennsylvania, working with Traynor Capital Management. Julia has previously held positions at The Vanguard Group, Inc, Procurement Foundry, Champs Downtown, Long-Horn Steakhouse, Pennsylvania State University, West Chester High School, and Traynor Capital Management. Julia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Julia is part of Traynor Capital Management, which operates out of Malvern, Pennsylvania. The firm has 12 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Traynor Capital Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Traynor Capital Management Brokerage Details
$1,245,013,642
12
1,275
$976,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Julia Vandergast Work History
Traynor Capital Management
The Vanguard Group, Inc
Procurement Foundry
Champs Downtown
Long-Horn Steakhouse
Pennsylvania State University
West Chester High School
Disclosures
Please visit the SEC profile of Julia Vandergast to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Traynor Capital Management
Malvern, PA
Canton, GA
Malvern, PA
Malvern, PA
Malvern, PA
Malvern, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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