T
$100.0M Total AUM
$100.0M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-04-2020
- Office Locations
- 2
Office Locations
-- Marblehead MA
-- Mount Sinai NY
About Turret Investments, LLC
Turret Investments, LLC is a Marblehead-based RIA with 2 offices. The firm has been operating for 5 years. Managing $100.0M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$50.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL SCOTT BABCOCK
Chief Compliance Officer, Financial Advisor
- CRD
- #2450869
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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A
Anthony P Guido
--
- CRD
- #1967745
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $100,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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