Unclaimed Profile

Nancy Carolyn Turner

POINT OLEMA CAPITAL PARTNERS, L.P.·SAN FRANCISCO, California

Clean recordPOINT OLEMA CAPITAL PARTNERS, L.P.

1 LETTERMAN DRIVE, SAN FRANCISCO, CA 94129CRD# 4525678Firm CRD# 304303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nancy Carolyn Turner · SAN FRANCISCO, CA

Registration

CRD #4525678 · POINT OLEMA CAPITAL PARTNERS, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nancy Carolyn Turner is a registered financial advisor based in SAN FRANCISCO, California, affiliated with POINT OLEMA CAPITAL PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

POINT OLEMA CAPITAL PARTNERS, L.P.

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at POINT OLEMA CAPITAL PARTNERS, L.P. →

Services

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4525678

Firm CRD# 304303

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nancy Carolyn Turner offer?

Nancy Carolyn Turner specializes in Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Nancy Carolyn Turner's credentials?

Nancy Carolyn Turner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nancy Carolyn Turner located?

Nancy Carolyn Turner is based in SAN FRANCISCO, California, working with POINT OLEMA CAPITAL PARTNERS, L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Nancy Carolyn Turner charge for services?

Nancy Carolyn Turner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POINT OLEMA CAPITAL PARTNERS, L.P.?

POINT OLEMA CAPITAL PARTNERS, L.P. has approximately 15 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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