Turloff Financial Consulting Inc.
● SEC registered since 2021CRD 117465SEC# 801-120385
Reg. AUM
$160M
Employees
2
Accounts
254
Location
—
Turloff Financial Consulting Inc. assets under management
Turloff Financial Consulting Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $160 million in regulatory assets under management and employs 2 people.
Turloff Financial Consulting Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Ernst Turloff Control | President & Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Turloff Financial Consulting Inc. manage?
Turloff Financial Consulting Inc. reports $160 million in regulatory assets under management on its Form ADV.
How many employees does Turloff Financial Consulting Inc. have?
Turloff Financial Consulting Inc. reports 2 employees.
Does Turloff Financial Consulting Inc. disclose fund performance?
Turloff Financial Consulting Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 206 842-1422 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$160Mregulatory AUM
Discretionary $153.3MNon-discretionary $6.8M