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TOPTURN CAPITAL, LLC
TOPTURN CAPITAL, LLC
MONTEREY, California
·
2 registered advisors
·
CRD# 151464
SEC# 801-70572
0
(831) 324-0481
01
Firm Overview
AUM
$160M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at TOPTURN CAPITAL, LLC
2 registered advisors
Daniel Gregory Stewart
MONTEREY, California
CRD# 3220485
Danny Nmn Darchuck
MONTEREY, California
CRD# 1241982
05
Office Locations
MONTEREY, California
2 advisors
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Data sourced from SEC Form ADV filings. TOPTURN CAPITAL, LLC (CRD# 151464) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.