Investment adviser · CRD 109839

TURNBERRY FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

WESTLAKE VILLAGE, CA, United States · Form ADV filed Mar 6, 2013

Regulatory AUM
$192M
Form ADV · Item 5.F
Client accounts
380
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 6, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

650 HAMPSHIRE ROAD, SUITE 100
WESTLAKE VILLAGE, CA, 91361, United States

CRD 109839

Filing source

Form ADV 710367 · Mar 6, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.