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Turloff Financial Consulting Inc.

● SEC registered since 2021CRD 117465SEC# 801-120385
Export (members)
Reg. AUM
$145.3M
Employees
2
Accounts
256
Location
—

Turloff Financial Consulting Inc. assets under management

Turloff Financial Consulting Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $145.3 million in regulatory assets under management and employs 2 people.
www.turloff.comView on SEC.gov ↗

Turloff Financial Consulting Inc. owners & executives

1 reported
NameTitleOwnershipSince
Eric Ernst Turloff ControlPresident & Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Turloff Financial Consulting Inc. manage?

Turloff Financial Consulting Inc. reports $145.3 million in regulatory assets under management on its Form ADV.

How many employees does Turloff Financial Consulting Inc. have?

Turloff Financial Consulting Inc. reports 2 employees.

Does Turloff Financial Consulting Inc. disclose fund performance?

Turloff Financial Consulting Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone206 842-1422
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$137.7M
Non-discretionary$7.7M
Total (RAUM)$145.3M