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PRING TURNER
3195 Danville Blvd Ste 8
Alamo, California 94507-1970
Tel: (925) 287-8527
About PRING TURNER
PRING TURNER, formally registered with the SEC as PRING TURNER. The firm was established in 04/20/1977. They have over 1 offices throughout the country.
PRING TURNER is a Alamo, California based Financial Planning firm with nearly $238,586,170 assets under management, offering retirement planning & investment advisory services to 440 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110931 |
| SEC# | 801-12851 |
| Assets Managed by Firm | $238,586,170 |
| No. of Clients | 440 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 440 | $238,586,170 |
| Individuals (other than high net worth individuals) | 116 | $39,298,361 |
| High net worth individuals | 68 | $186,954,537 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,160,440 |
| Charitable organizations | Fewer than 5 clients | $5,723,487 |
| Corporations or other businesses | Fewer than 5 clients | $1,449,345 |
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