TURNBERRY FINANCIAL SERVICES, INC.
CRD #109839 SEC #801-57327 WESTLAKE VILLAGE, CA 805-374-2700
SEC Registered
Total AUM
$195.7M
Discretionary
$187.1M
Employees
1
Clients
251
Accounts
391
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2013 | $192.2M | $189.3M | $2.8M | 5 | 332 |
| Nov 2012 | $195.7M | $187.1M | $8.6M | 5 | 389 |
| May 2012 | $195.7M | $187.1M | $8.6M | 1 | 389 |
| Mar 2012 | $195.7M | $187.1M | $8.6M | 1 | 389 |
| Jan 2011 | $115.2M | $112.1M | $3.2M | 5 | -- |
| Mar 2010 | $115.2M | $112.1M | $3.2M | 5 | -- |
| Oct 2009 | $104.7M | $101.7M | $2.9M | 5 | -- |
| Feb 2007 | $131.1M | $126.2M | $4.9M | 5 | -- |
| Mar 2006 | $134.5M | $127.3M | $7.2M | 10 | -- |
| Sep 2005 | $81.9M | $74.7M | $7.2M | 10 | -- |
| Mar 2002 | $66.1M | $46.8M | $19.3M | 5 | -- |
DateMar 2013
Total AUM$192.2M
Discretionary$189.3M
Non-Disc.$2.8M
Employees5
Clients332
DateNov 2012
Total AUM$195.7M
Discretionary$187.1M
Non-Disc.$8.6M
Employees5
Clients389
DateMay 2012
Total AUM$195.7M
Discretionary$187.1M
Non-Disc.$8.6M
Employees1
Clients389
DateMar 2012
Total AUM$195.7M
Discretionary$187.1M
Non-Disc.$8.6M
Employees1
Clients389
DateJan 2011
Total AUM$115.2M
Discretionary$112.1M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2010
Total AUM$115.2M
Discretionary$112.1M
Non-Disc.$3.2M
Employees5
Clients--
DateOct 2009
Total AUM$104.7M
Discretionary$101.7M
Non-Disc.$2.9M
Employees5
Clients--
DateFeb 2007
Total AUM$131.1M
Discretionary$126.2M
Non-Disc.$4.9M
Employees5
Clients--
DateMar 2006
Total AUM$134.5M
Discretionary$127.3M
Non-Disc.$7.2M
Employees10
Clients--
DateSep 2005
Total AUM$81.9M
Discretionary$74.7M
Non-Disc.$7.2M
Employees10
Clients--
DateMar 2002
Total AUM$66.1M
Discretionary$46.8M
Non-Disc.$19.3M
Employees5
Clients--