Turgeon & Co
RIASEC & State Registered
Total AUM
$350K
Discretionary
$350K
100% of AUM
Avg account
$15.2K
Accounts
23
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 339853
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Turgeon & Co. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individual and small business clients, charging either a percentage of assets under management or fixed fees. Turgeon & Co. is not positioned as a capital allocator or pension consultant, does not advertise ESG-focused investing, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents85%
- Exchange Traded Equities15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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