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

Clients

251

Accounts

391

Firm Details

Organization Type: Corporation
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 10, 2012
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BLONQUIST, LAWRENCE, BLAINE	I	PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER	NA	Control
BLONQUIST, LAWRENCE, BLAINE	I	PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER	NA	Control
BLONQUIST, LAWRENCE, BLAINE	I	PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER	NA	Control
BLONQUIST, LAWRENCE, BLAINE	I	PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER	NA	Control
BLONQUIST, LAWRENCE, BLAINE	I	PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER	NA	Control
BLONQUIST, LAWRENCE, BLAINE	I	PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER	NA	Control
BLONQUIST, LAWRENCE, BLAINE	I	PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER	NA	Control
BLONQUIST, SHARON	I	SECRETARY	NA	Control
BLONQUIST, SHARON	I	SECRETARY	NA	Control
BLONQUIST, SHARON	I	SECRETARY	NA	Control
BLONQUIST, SHARON	I	SECRETARY	NA	Control
BLONQUIST, SHARON	I	SECRETARY	NA	Control
BLONQUIST, SHARON	I	SECRETARY	NA	Control
BLONQUIST, SHARON	I	SECRETARY	NA	Control
HOUSTON, JAMES, MCKENDRICK	I	VICE PRESIDENT	NA	Control
HOUSTON, JAMES, MCKENDRICK	I	VICE PRESIDENT	NA	Control
HOUSTON, JAMES, MCKENDRICK	I	VICE PRESIDENT	NA	Control
HOUSTON, JAMES, MCKENDRICK	I	VICE PRESIDENT	NA	Control
HOUSTON, JAMES, MCKENDRICK	I	VICE PRESIDENT	NA	Control
HOUSTON, JAMES, MCKENDRICK	I	VICE PRESIDENT	NA	Control
HOUSTON, JAMES, MCKENDRICK	I	VICE PRESIDENT	NA	Control
BLONQUIST, LAWRENCE, BLAINE	I	PRESIDENT, DIRECTOR & CCO	E	Control
BLONQUIST, LAWRENCE, BLAINE	I	PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER	E	Control
BLONQUIST, LAWRENCE, BLAINE	I	PRESIDENT, DIRECTOR & CCO	E	Control
COVIELLO, VINCENT, FRANCIS	I	CHAIRMAN, SECRETARY, TREASURER	E	Control
LAWRENCE B. BLONQUIST FAMILY TRUST	DE	OWNER	E	Control
LAWRENCE B. BLONQUIST FAMILY TRUST	DE	OWNER	E	Control
LAWRENCE B. BLONQUIST FAMILY TRUST	DE	OWNER	E	Control
LAWRENCE B. BLONQUIST FAMILY TRUST	DE	OWNER	E	Control
LAWRENCE B. BLONQUIST FAMILY TRUST	DE	OWNER	E	Control
LAWRENCE B. BLONQUIST FAMILY TRUST	DE	OWNER	E	Control
LAWRENCE B. BLONQUIST FAMILY TRUST	DE	OWNER	E	Control
BLONQUIST, LAWRENCE, BLAINE	I	PRESIDENT, DIRECTOR	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BLONQUIST, LAWRENCE, BLAINE	I	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, LAWRENCE, BLAINE	I	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, LAWRENCE, BLAINE	I	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, LAWRENCE, BLAINE	I	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, LAWRENCE, BLAINE	I	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, LAWRENCE, BLAINE	I	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, LAWRENCE, BLAINE	I	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, SHARON	DE	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, SHARON	DE	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, SHARON	DE	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, SHARON	DE	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, SHARON	DE	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, SHARON	DE	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control
BLONQUIST, SHARON	DE	LAWRENCE B. BLONQUIST FAMILY TRUST	D	Control

Registrations

Federal

May 10, 2012 REGISTERED

Notice Filings (5)

CA OR TX UT WA

Address

650 HAMPSHIRE ROAD
SUITE 100
WESTLAKE VILLAGE, CA 91361
United States

Phone: 805-374-2700