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FIRST TURN MANAGEMENT, LLC
FIRST TURN MANAGEMENT, LLC
DEL MAR, California
·
5 registered advisors
·
CRD# 327421
SEC# 801-128649
0
310-902-0958
01
Firm Overview
AUM
$712M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at FIRST TURN MANAGEMENT, LLC
5 registered advisors
Alan David Gold
DEL MAR, California
CRD# 7789332
Catherine Revelle Newcomb
DEL MAR, California
CRD# 2177017
Lisa Gable Wheatley
DEL MAR, California
CRD# 6631993
Stephen Allyn Rosetta
DEL MAR, California
CRD# 7790578
Tracy Austin Murphy
DEL MAR, California
CRD# 7790579
05
Office Locations
DEL MAR, California
5 advisors
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Data sourced from SEC Form ADV filings. FIRST TURN MANAGEMENT, LLC (CRD# 327421) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.