Turret Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 307791
- Custodians
- TITAN SETTLEMENT & CUSTODY LTD
- Fee structure
- Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Turret Investments, LLC is organized as a limited liability company and reports an individual owner. The firm operates on a performance-based fee model and concentrates its advisory work on portfolio management for three client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. The firm's filings indicate it does not identify as an active ESG investor and it flags no pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities40%
- Investment Grade Corp Bonds40%
- Non-Investment Grade Corp Bonds20%
Contacts
2 of 2
Anthony Guido
Investment Adviser RepresentativeCRD 1967745
Michael Babcock
Investment Adviser RepresentativeCRD 2450869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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