H
CRD: 106472
Hgturner Associates LLC
DIX Hills, NY
6316733055
$13.5M Total AUM
$13.5M Disc. AUM
-- 3Y CAGR
2 Employees
90 ADV. Clients
24 yrs Firm Age
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- Custodian
- PNC
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-2002
- Office Locations
- 2
Office Locations
-- Boulder CO
-- DIX Hills NY
About Hgturner Associates LLC
Hgturner Associates LLC is a DIX Hills-based RIA with 2 offices. The firm has been operating for 24 years. Managing $13.5M in total assets under management, with 2 advisory representatives. They custody assets with PNC.
Team overview
-- AVG AGE
$6.8M AVG AUM / ADVISOR
$150.0K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
24yrs Firm Age
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Owner & Executives
G
GLENN ROBERT TURNER
Director, MANAGING DIRECTOR
- CRD
- #2491958
- Ownership
- 50% but less than 75%
(882) 778-2307
vector.unison@beaconcapital.com
in linkedin.com/in/zenith-fusion
H
HARRY TURNER
COMPLIANCE OFFICER, MANAGING DIRECTOR, Owner
- CRD
- #4357691
- Ownership
- 50% but less than 75%
(515) 824-9056
fusion.legacy@fusioncapital.com
in linkedin.com/in/crest-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,500,000
Other:
79.3% Cash:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $6,515,126,330 | 79.3% |
| Cash | $1,700,669,799 | 20.7% |
| Total | $8,215,796,129 | 100.0% |