|
⚲
|
| Turloff Financial Consulting Inc
✚
| |
|---|---|
| CRD # | 117465 |
| SEC # | 801-120385 |
| CIK # | |
| AUM | $134.9 MM (2024-07-01) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 206-842-1422 |
| Address | 8324 Springridge Rd NE Bainbridge Island, WA 98110 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 14.5 |
| (b) Individuals (high net worth individuals) | 47 | 120.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 248 | 134.9 |
| By Discretionary | ||
| Discretionary | 239 | 128.0 |
| Non-Discretionary | 9 | 6.9 |
| Total | 248 | 134.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.9 | |
| Total | 248 | 134.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital and Planning LLC
✚
|
GA | 0.1 |
|
Newbore Wealth Management Inc
✚
|
OR | 0.1 |
|
Camden Financial Management Inc
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|
NC | 0.1 |
|
Richard G Slater
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|
CA | 0.1 |
|
Four Quadrant Wealth Advisors Inc
✚
|
IN | 0.1 |
|
ARTA Finance Wealth Management LLC
✚
|
CA | 0.1 |
|
Yoffe Investment Management LLC
✚
|
PA | 0.1 |
|
Reyes Financial Architecture Inc
✚
|
CA | 0.1 |
|
Gouws Capital LLC
✚
|
NC | 0.1 |
|
Old Oak Financial Planning Inc
✚
|
MI | 0.1 |