AARON GEOFFREY TURNER

Overview

Aaron Geoffrey Turner operates a sole-proprietorship advisory practice that combines accounting services with portfolio management for individuals and small businesses. The practice serves individual and family clients, charging a mix of percentage-of-assets and hourly fees. The advisory mandate is primarily discretionary and equity focused: the firm shows a clear preference for exchange-traded equities as the main allocation vehicle. Aaron Geoffrey Turner does not identify as an active ESG investor, and the firm does not present as a multi-state adviser or a capital allocator. Advisory activity is concentrated on direct portfolio management rather than running pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices