National Retirement Planning Experts

National Coverage
Local Professionals

TURNBRIDGE CAPITAL, LLC

200 Crescent Court
Suite 675
Dallas, Texas 75201
Tel: 214-624-5010

Need a Financial Advisor?
Compare Vetted Advisors

About TURNBRIDGE CAPITAL, LLC

TURNBRIDGE CAPITAL, LLC, formally registered with the SEC as TURNBRIDGE CAPITAL, LLC. The firm was established in 01/02/2014. They have over 1 offices throughout the country.

TURNBRIDGE CAPITAL, LLC is a Dallas, Texas based Financial Planning firm with nearly $319,588,935 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#169843
SEC#801-78900
Assets Managed by Firm$319,588,935
No. of Clients13
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total13$319,588,935

More Retirement Planning firms in Dallas, Texas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Dallas, Texas