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Building 2TURLOFF FINANCIAL CONSULTING INC.

Map pin
Phone206 842-1422
NotebookSEC #801-120385
Total AUM
$160M
Employees
2
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
206 842-1422

ReceiptFinancials

Total AUM
$160M
Accounts
254
Discretionary
$153.3M
Accounts
243
Non-Discretionary
$6.8M
Accounts
11

ContactClients

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Individual Clients
25
AUM
$10.5M
HNW Individual Clients
55
AUM
$149.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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