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TURNER CAPITAL INVESTMENTS, LLC
9442 Capital Of Texas Hwy N
Arboretum Plaza One, Suite 500
Austin, Texas 78759
Tel: 855-678-8200
About TURNER CAPITAL INVESTMENTS, LLC
TURNER CAPITAL INVESTMENTS, LLC, formally registered with the SEC as TURNER CAPITAL INVESTMENTS, LLC. The firm was established in 04/23/2021. They have over 5 offices throughout the country.
TURNER CAPITAL INVESTMENTS, LLC is a Austin, Texas based Financial Planning firm with nearly $106,873,897 assets under management, offering retirement planning & investment advisory services to 638 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146134 |
| SEC# | 801-120964 |
| Assets Managed by Firm | $106,873,897 |
| No. of Clients | 638 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 638 | $106,873,897 |
| Individuals (other than high net worth individuals) | 257 | $61,771,543 |
| High net worth individuals | 69 | $44,064,674 |
| Pension and profit sharing plans | 2 | $856,354 |
| Corporations or other businesses | 4 | $181,326 |
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