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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Turloff Financial Consulting Inc
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|---|---|
| CRD # | 117465 |
| SEC # | 801-120385 |
| CIK # | |
| AUM | $145.3 M (2025-01-08) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 206-842-1422 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 15.2 |
| (b) Individuals (high net worth individuals) | 49 | 130.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 256 | 145.3 |
| By Discretionary | ||
| Discretionary | 246 | 137.7 |
| Non-Discretionary | 10 | 7.7 |
| Total | 256 | 145.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.3 | |
| Total | 256 | 145.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CFS Cubic Financial Services Inc
✚
|
0.1 | |
|
Merrithew & Thorsten Inc
✚
|
CA | 0.1 |
|
Corbett Road Capital Management LLC
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|
VA | 0.1 |
|
Integrity Capital Management LLC
✚
|
TN | 0.1 |
|
Vannoy Advisory Group Inc
✚
|
TX | 0.1 |
|
South Cove Financial LLC
✚
|
0.1 | |
|
Financial Planning Services Inc
✚
|
FL | 0.1 |
|
Las Marias Consulting LLC
✚
|
0.1 | |
|
Timmons Wealth Management LLC
✚
|
MA | 0.1 |
|
Meridian Wealth Advisors LLC
✚
|
NM | 0.1 |