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TURLOFF FINANCIAL CONSULTING INC.

CRD 117465 · SEC 801-120385

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.0M

Discretionary AUM

$153.3M

Team

2 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals25$10.5M
High net worth individuals55$149.6M

States served

CA, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD