Bruce Homer Traub
Investment adviser representative at 724 Capital, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$258.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- 724 Capital, LLCJun 2023 to now
- Ministry Partners Securities LLCNov 2013 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
724 Capital, LLC
$258.9MAssets managed
1,270Clients
13Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3219474
- Firm CRD
- 318170