$160.0M Total AUM
$153.3M Disc. AUM
10.4% 3Y CAGR
2 Employees
80 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-17-2000
- Office Locations
- 2
Office Locations
800 5TH AVE Suite 4100 Seattle WA
PO BOX 829 Poulsbo WA
About Turloff Financial Consulting Inc.
Turloff Financial Consulting provides comprehensive financial advice for a select group of individuals, small businesses, trusts, and estates, integrating financial planning, risk management, tax advice, and ongoing investment management. The firm emphasizes keeping operating costs low to support below-average fees. Portfolios show a strong ETF orientation, and accounts are custodied with Charles Schwab.
Team overview
-- AVG AGE
$160.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
20.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
E
ERIC ERNST TURLOFF
Chief Compliance Officer, President
- CRD
- #4476538
- Ownership
- 75% or more
Available
Available
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A
ANDREW PATRICK LOECHL
Director, President
- CRD
- #1990122
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,273,608 | $630,756 |
| Non-Discretionary | $6,768,636 | $615,331 |
| Total | $160,042,244 | $630,088 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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