Turnstone Financial

Turnstone Financial (CRD# 170738) is a financial advisory firm headquartered in Troy, OH. They manage $142,778,241 in 216 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $661,010
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NE, OH

Financial Advisors at Turnstone Financial
Showing 1 - 1 of 1 top financial advisors.
1
Thomas J. Kleptz
CRD#: 6317813
1600 W. Main Street, Suite B, Troy, OH 45373

Thomas Kleptz (CRD# 6317813) is an Investment Advisor Representative working at Turnstone Financial in Troy, OH and has over 9 years of experience in the finance industry.

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