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).
Current Firm Details
By the Numbers
-
Total Assets Under Management143MILLION
-
Total Number of Accounts216ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NE, OH
Financial Advisors at Turnstone Financial
1
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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