TOPTURN CAPITAL, LLC - Financial Advisor in California, Monterey

Tel: (831) 324-0481 40 Ragsdale Drive Suite 120 Monterey, California 93940

About TOPTURN CAPITAL, LLC

TOPTURN CAPITAL, LLC is a Monterey, California based financial advisory firm with nearly $160,024,000 in assets under management and provides investment advisory services for 338 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

151464

Firm SEC#:

801-70572

Assets Under Management:

$160,024,000

No. of Clients:

338

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Fixed fees

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