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Daniel Gregory Stewart

TOPTURN CAPITAL, LLC·MONTEREY, California
Clean recordTOPTURN CAPITAL, LLC
40 RAGSDALE DRIVE, MONTEREY, CA 93940CRD# 3220485Firm CRD# 151464

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Gregory Stewart · MONTEREY, CA
Registration
CRD #3220485 · TOPTURN CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Gregory Stewart is a registered financial advisor based in MONTEREY, California, affiliated with TOPTURN CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TOPTURN CAPITAL, LLC
TOPTURN CAPITAL, LLC
AUM
$160M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TOPTURN CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3220485
Firm CRD# 151464
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Gregory Stewart offer?
Daniel Gregory Stewart specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MONTEREY, California for a consultation.
What are Daniel Gregory Stewart's credentials?
Daniel Gregory Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Gregory Stewart located?
Daniel Gregory Stewart is based in MONTEREY, California, working with TOPTURN CAPITAL, LLC. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.
How does Daniel Gregory Stewart charge for services?
Daniel Gregory Stewart's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOPTURN CAPITAL, LLC?
TOPTURN CAPITAL, LLC has approximately 4 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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