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Kathy Jane Risman

TURNCAP MANAGEMENT LLC·BEACHWOOD, Ohio
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3900 PARK EAST DRIVE, BEACHWOOD, OH 44122CRD# 7328738Firm CRD# 312488
01

About

Kathy Jane Risman is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with TURNCAP MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TURNCAP MANAGEMENT LLC
TURNCAP MANAGEMENT LLC
AUM
$190M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at TURNCAP MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7328738
Firm CRD# 312488
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathy Jane Risman offer?
Kathy Jane Risman specializes in Retirement Planning. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Kathy Jane Risman's credentials?
Kathy Jane Risman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathy Jane Risman located?
Kathy Jane Risman is based in BEACHWOOD, Ohio, working with TURNCAP MANAGEMENT LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Kathy Jane Risman charge for services?
Kathy Jane Risman'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 TURNCAP MANAGEMENT LLC?
TURNCAP MANAGEMENT LLC is a registered investment adviser with the SEC, managing $190M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)DUBLIN (93)AKRON (70)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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