RIA Intel›Advisers›TURLOFF FINANCIAL CONSULTING INC.

TURLOFF FINANCIAL CONSULTING INC.

Advisory

N·

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM
$160M
1-Year AUM Growth
+12.7%
3-Year CAGR
+4.3%
Employees
1
Assets Under Management
Total AUM$160M
Discretionary AUM$153M
Non-Discretionary AUM$7M
Discretionary %95.8%
Total Clients80
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record18
First FilingMar 28, 2008
Latest FilingJan 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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