Overview
Assets Under Management: $160 million
Headquarters: MONTEREY, CA
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
TOPTURN CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151464), TOPTURN CAPITAL, LLC is subject to fiduciary duty under federal law.
TOPTURN CAPITAL, LLC is headquartered in MONTEREY, CA.
TOPTURN CAPITAL, LLC serves 61 high-net-worth clients according to their SEC filing dated November 18, 2024. View client details ↓
According to their SEC Form ADV, TOPTURN CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TOPTURN CAPITAL, LLC manages $160 million in client assets according to their SEC filing dated November 18, 2024.
According to their SEC Form ADV, TOPTURN CAPITAL, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
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