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Joseph Luis Turnes

STATETRUST CAPITAL, LLC.·BOCA RATON, Florida
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1750 CLINT MOORE ROAD, BOCA RATON, FL 33487CRD# 2023535Firm CRD# 114052
01

About

Joseph Luis Turnes is a registered financial advisor based in BOCA RATON, Florida, affiliated with STATETRUST CAPITAL, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STATETRUST CAPITAL, LLC.
STATETRUST CAPITAL, LLC.
AUM
$101M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STATETRUST CAPITAL, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2023535
Firm CRD# 114052
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Luis Turnes offer?
Joseph Luis Turnes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Joseph Luis Turnes's credentials?
Joseph Luis Turnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Luis Turnes located?
Joseph Luis Turnes is based in BOCA RATON, Florida, working with STATETRUST CAPITAL, LLC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Joseph Luis Turnes charge for services?
Joseph Luis Turnes'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 STATETRUST CAPITAL, LLC.?
STATETRUST CAPITAL, LLC. has approximately 6 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STATETRUST CAPITAL, LLC.

Jeffrey Wayne Cimbal
BOCA RATON, FL
Mario Saravia
MIAMI, FL
Napoleon Arturo Aponte
BOCA RATON, FL
David Vurgait
MIAMI, FL
Dennis Ginsburg
MIAMI, FL
Jose Leon Maya
BOCA RATON, FL

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