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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-25-2019
- Office Locations
- 1
Office Locations
About Turnbull Financial Services LLC
Turnbull Financial Services LLC is an independent RIA in Encinitas, CA providing fiduciary financial planning and portfolio management for individuals, including retirement planning, IRA rollovers, college savings, tax-aware investment strategies, and insurance needs. The firm emphasizes disciplined, data-driven asset allocation using mutual funds and ETFs, with ongoing portfolio reviews; custody includes Schwab.
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Investment Themes
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Owner & Executives
MATTHEW JOHN TURNBULL
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #3020996
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,650,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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