# TURNBERRY FINANCIAL SERVICES, INC.

TURNBERRY FINANCIAL SERVICES, INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109839
- Type: SEC-registered investment adviser
- SEC file number: 801-57327
- Location: 650 HAMPSHIRE ROAD, SUITE 100, WESTLAKE VILLAGE, CA, 91361
- Phone: 805-374-2700
- Latest filing: 2013-03-06
- Regulatory AUM: $192.2M
- Discretionary AUM: $189.3M
- Non-discretionary AUM: $2.8M
- Clients: 5
- Accounts: 380

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| BLONQUIST LAWRENCE BLAINE | PRESIDENT, DIRECTOR; PRESIDENT, DIRECTOR & CCO; PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| COVIELLO ROBERT FRANCIS | CHAIRMAN, SECRETARY, TREASURER | — |
| BLONQUIST SHARON | SECRETARY | — |
| HOUSTON JAMES MCKENDRICK | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109839/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109839/similar
- Related entities: https://search.stillhousedata.com/firm/109839/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109839

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.