TURNBULL FINANCIAL SERVICES LLC

TURNBULL FINANCIAL SERVICES LLC is an SEC-registered investment adviser (CRD 300015). Regulatory assets under management: $3.6M.

Registration

• CRD: 300015
• Type: Registered investment adviser
• Phone: (858) 337-1277
• Latest filing: 2026-01-28
• Regulatory AUM: $3.6M
• Discretionary AUM: $3.6M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300015 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search