Overview
Assets Under Management: $260 million
High-Net-Worth Clients: 96
Average Client Assets: $0.4 million
Frequently Asked Questions
TURN8 PRIVATE WEALTH INC. 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 #167608), TURN8 PRIVATE WEALTH INC. is subject to fiduciary duty under federal law.
TURN8 PRIVATE WEALTH INC. serves 96 high-net-worth clients according to their SEC filing dated December 18, 2024. View client details ↓
According to their SEC Form ADV, TURN8 PRIVATE WEALTH INC. offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
TURN8 PRIVATE WEALTH INC. manages $260 million in client assets according to their SEC filing dated December 18, 2024.
According to their SEC Form ADV, TURN8 PRIVATE WEALTH INC. serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.19%
Average Client Assets: $0.4 million
Total Client Accounts: 1,143
Discretionary Accounts: 1,143
Regulatory Filings
CRD Number: 167608
Filing ID: 1920951
Last Filing Date: 2024-12-18 16:23:00