TURTLE BAY GROUP, INC.
CRD 155507
Large incorporated asset manager or corporate group — typically not a local adviser team.
369 LEXINGTON AVENUE, 24TH FLOOR, NEW YORK, NY, 10017, United States
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
9 total employees; 3 advisory reps; 183 broker-dealer reps
Clients
—
Fees
REFERRAL FEES; % OF ASSETS ADVISED
Org form
Corporation
Filing date
2025-04-25
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $0 |
| High net worth individuals | 55 | $0 |
| Charitable organizations | 4 | $0 |
| Corporations/business entities | 116 | $0 |
All web addresses on file
Official SEC filing: View on IAPD