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Building 2PRING TURNER

Map pinALAMO, CA
Phone(925) 287-8527
NotebookSEC #801-12851
Total AUM
$262.1M
Employees
4
Clients
191

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3195 DANVILLE BLVD STE 8
ALAMO
CA 94507-1970
United States
Operating Hours
8 AM - 4:00 PM
Monday - Friday
Phone
(925) 287-8527

ReceiptFinancials

Total AUM
$262.1M
Accounts
475
Discretionary
$261.6M
Accounts
473
Non-Discretionary
$569.6K
Accounts
2

ContactClients

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Individual Clients
120
AUM
$49.7M
HNW Individual Clients
68
AUM
$199M
Pension/Profit Sharing Plan Clients
1
AUM
$3.3M
Charitable Organization Clients
1
AUM
$8.5M
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMDNVORTNTX

HandshakeAffiliates

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

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