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Home > Retirement Planners > ohio > troy > TURNSTONE FINANCIAL
TURNSTONE FINANCIAL
220 West Main Street
Troy, Ohio 45373
Tel: 937-875-2550
About TURNSTONE FINANCIAL
TURNSTONE FINANCIAL, formally registered with the SEC as TURNSTONE FINANCIAL. The firm was established in 07/29/2021. They have over 1 offices throughout the country.
TURNSTONE FINANCIAL is a Troy, Ohio based Financial Planning firm with nearly $142,778,241 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170738 |
| SEC# | 801-121769 |
| Assets Managed by Firm | $142,778,241 |
| No. of Clients | 216 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (FEE SPLIT WITH UNDERLYING MANAGER)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 216 | $142,778,241 |
| Individuals (other than high net worth individuals) | 78 | $67,339,791 |
| High net worth individuals | 20 | $71,195,625 |
| Charitable organizations | Fewer than 5 clients | $4,174,481 |
| Corporations or other businesses | Fewer than 5 clients | $68,344 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
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| $54,569,476,420 | 741 | 48 | |
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