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Building 2TURNBERRY FINANCIAL SERVICES, INC.

Map pinWESTLAKE VILLAGE, CA
Phone805-374-2700
NotebookSEC #801-57327
Total AUM
$192.2M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 HAMPSHIRE ROAD
SUITE 100
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
805-374-2700

ReceiptFinancials

Total AUM
$192.2M
Accounts
380
Discretionary
$189.3M
Accounts
359
Non-Discretionary
$2.8M
Accounts
21

ContactClients

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None reported

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
CATXUTWA

HandshakeAffiliates

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

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