TURLOFF FINANCIAL CONSULTING INC.
Adviser information for TURLOFF FINANCIAL CONSULTING INC. last updated from Form ADV on February 3rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 239 | $128.0M |
| Non-Discretionary | 9 | $6.9M |
| Total | 248 | $134.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 30 | $14.5M |
| HNW Individuals | 47 | $120.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120385 |
|---|---|
| SEC ERA File Number | 801-120385 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 117465 |
| Legal Entity Identifier | None |
Principal Office
8324 SPRINGRIDGE RD NEBAINBRIDGE ISLAND
WA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 206 842-1422, Fax: 206 842-5286
Websites
Chief Compliance Officer
ERIC TURLOFF
PRESIDENT
P.O. BOX 11526
BAINBRIDGE ISLAND
WA
United States
Tel:
2068421422
Fax:
2068425286
E***@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TURLOFF, ERIC, ERNST | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 03/1999 | > 75% |