FIRST TURN MANAGEMENT, LLC

1155 Camino Del Mar
Suite 734
Del Mar, California 92014
Tel: 310-902-0958

About FIRST TURN MANAGEMENT, LLC

FIRST TURN MANAGEMENT, LLC, formally registered with the SEC as FIRST TURN MANAGEMENT, LLC. The firm was established in 08/28/2023. They have over 1 offices throughout the country.

FIRST TURN MANAGEMENT, LLC is a Del Mar, California based Financial Planning firm with nearly $711,648,446 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327421
SEC#	801-128649
Assets Managed by Firm	$711,648,446
No. of Clients	3
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$711,648,446

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