Turloff Financial Consulting Inc. is an adviser based in Bainbridge Island. It manages $46.2 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Texas and Washington.
Turloff Financial Consulting provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Turloff Financial Consulting Inc. is $46.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Turloff Financial Consulting Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Turloff Financial Consulting Inc. performs its advisory services is located at 8324 Springridge Rd Ne, Bainbridge Island, WA 98110 The mailing address of the firm is Po Box 11526, Bainbridge, WA 98110. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206 842-1422. The normal business hours are by appointment only on Other. You can find more information about the New York firm at www.turloff.com.