Overview
Assets Under Management: $160 million
Headquarters: MONTEREY, CA
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 338
Discretionary Accounts: 291
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 151464
Last Filing Date: 2024-11-18 00:00:00
Website: https://topturncapital.com