White Turf Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 299590
- Website
- www.whiteturffinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.3%
- Individuals37.13%
- Pension & Profit Sharing Plans0.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
White Turf Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves a mix of individual, family and institutional clients, and its advisory practice centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include both percentage-of-AUM and fixed-fee contracts. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and does not advertise pension-consulting or multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities98%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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