Hgturner Associates LLC
RIASEC Registered
Total AUM
$13.5M
Discretionary
$13.5M
100% of AUM
Avg account
$150K
Accounts
90
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 106472
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hgturner Associates LLC is an independent, individual-owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm services individual and family clients and charges a combination of AUM-based fees and hourly advisory fees. According to the snapshot data, Hgturner does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other75%
- Cash & Cash Equivalents25%
Contacts
2 of 2Harry Turner
OwnerCRD 4357691
Glenn Turner
FounderCRD 2491958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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