Unclaimed Profile

Penelope Yvonne Turnbow

CAPITAL MARKETS IQ, LLC·WILMINGTON, Delaware

CAPITAL MARKETS IQ, LLC

427 N. TATNALL, WILMINGTON, DE 19801CRD# 5644575Firm CRD# 134921

Profile Verification

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

Identity

Penelope Yvonne Turnbow · WILMINGTON, DE

Registration

CRD #5644575 · CAPITAL MARKETS IQ, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Penelope Yvonne Turnbow is a registered financial advisor based in WILMINGTON, Delaware, affiliated with CAPITAL MARKETS IQ, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CAPITAL MARKETS IQ, LLC

AUM

$392M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5644575

Firm CRD# 134921

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Frequently Asked Questions

What services does Penelope Yvonne Turnbow offer?

Penelope Yvonne Turnbow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.

What are Penelope Yvonne Turnbow's credentials?

Penelope Yvonne Turnbow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Penelope Yvonne Turnbow located?

Penelope Yvonne Turnbow is based in WILMINGTON, Delaware, working with CAPITAL MARKETS IQ, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Penelope Yvonne Turnbow charge for services?

Penelope Yvonne Turnbow's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL MARKETS IQ, LLC?

CAPITAL MARKETS IQ, LLC has approximately 24 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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