$169.8M Total AUM
$169.8M Disc. AUM
13.1% 3Y CAGR
2 Employees
117 ADV. Clients
12 yrs Firm Age
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- Custodian
- National Advisors Trust ยท Reliance Trust Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-16-2014
- Office Locations
- 1
Office Locations
220 West Main Street Troy OH
About Turnstone Financial
Turnstone Financial is a Troy, Ohio-based registered investment adviser serving retail and institutional relationships. The practice focuses on portfolio construction using ETF- and mutual fund-based allocations alongside fixed income and real estate exposures, and also provides insurance and annuity-related planning (including life insurance). Reported custody includes National Advisors Trust.
Team overview
63 AVG AGE
$169.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
12.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
THOMAS JOSEPH KLEPTZ
Chief Compliance Officer, Principal
- CRD
- #6317813
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,786,911 | $707,445 |
| Non-Discretionary | $0 | -- |
| Total | $169,786,911 | $707,445 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available Other:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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