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Building 2TOPTURN CAPITAL, LLC

Map pinCARMEL, CA
Phone(831) 324-0481
NotebookSEC #801-70572
Total AUM
$187.4M
Employees
5
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CLOCK TOWER PLACE
SUITE B208
CARMEL
CA 93923
United States
Operating Hours
9:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(831) 324-0481

ReceiptFinancials

Total AUM
$187.4M
Accounts
318
Discretionary
$167.1M
Accounts
271
Non-Discretionary
$20.2M
Accounts
47

ContactClients

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Individual Clients
38
AUM
$20.1M
HNW Individual Clients
45
AUM
$105.4M
Pension/Profit Sharing Plan Clients
6
AUM
$21.9M
Charitable Organization Clients
9
AUM
$36.5M
Corporation or Business Clients
8
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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