Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > monterey > TOPTURN CAPITAL, LLC
TOPTURN CAPITAL, LLC
40 Ragsdale Drive
Suite 120
Monterey, California 93940
Tel: (831) 324-0481
About TOPTURN CAPITAL, LLC
TOPTURN CAPITAL, LLC, formally registered with the SEC as TOPTURN CAPITAL, LLC. The firm was established in 09/15/2009. They have over 1 offices throughout the country.
TOPTURN CAPITAL, LLC is a Monterey, California based Financial Planning firm with nearly $160,024,000 assets under management, offering retirement planning & investment advisory services to 338 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151464 |
| SEC# | 801-70572 |
| Assets Managed by Firm | $160,024,000 |
| No. of Clients | 338 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 338 | $160,024,000 |
| Individuals (other than high net worth individuals) | 14 | $1,361,000 |
| High net worth individuals | 45 | $117,719,000 |
| Pension and profit sharing plans | 8 | $23,518,000 |
| Charitable organizations | 7 | $16,478,000 |
| Corporations or other businesses | 2 | $648,000 |
More Retirement Planning firms in Monterey, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Monterey, California