Turn8 Private Wealth Inc.

RIASEC RegisteredEst. 2013

Total AUM

$350M

Discretionary

$350M

100% of AUM

Avg account

$312K

Accounts

1,123

Employees

Advisory reps

Firm details

Headquarters: Pointe Claire,
CRD number: 167608
Registered since: July 24, 2013
Website: www.turn8privatewealth.com
Custodians: INDEPENDENT BANK, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: Pooled Investment Vehicles80.58%
HNWI18.05%
Individuals1.36%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPublication of Periodicals

Firm profile

FINTRX

Overview

Turn8 Private Wealth Inc. is an SEC-registered corporate advisory firm that began registration in 2013. The firm serves both individual/family and institutional clients and bills on a percentage-of-AUM basis with additional fee arrangements noted as "other." Its advisory work includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the publication of investment periodicals or newsletters. Turn8 does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.