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Building 2TURNSTONE FINANCIAL

Map pinTROY, OH
Phone937-875-2550
NotebookSEC #801-121769
Total AUM
$169.8M
Employees
2
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 WEST MAIN STREET
TROY
OH 45373
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
937-875-2550

ReceiptFinancials

Total AUM
$169.8M
Accounts
240
Discretionary
$169.8M
Accounts
240
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
82
AUM
$17.8M
HNW Individual Clients
31
AUM
$111.8M
Charitable Organization Clients
1
AUM
$37.5M
Corporation or Business Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE SPLIT WITH UNDERLYING MANAGER

Shield checkCompliance

Disclosures

None reported

State Registrations
NEOH

HandshakeAffiliates

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

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