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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2010
- Office Locations
- 1
Office Locations
About Turtair Capital Advisors
Turtair Capital Advisors is a fee-based, fiduciary RIA providing financial planning and consulting to high-net-worth families, business owners and not-for-profits. The firm emphasizes independent, conflict-free advice and uses best-of-breed third-party investment products, often implemented with ETFs and equities. Led by managing principal Mike Broderick (CPA, MBA), a former JPMorgan managing director and PwC CPA, the Midwest-based practice brings global experience.
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Owner & Executives
MICHAEL RICHARD BRODERICK
Chief Compliance Officer, PRINCIPAL, Vice President
- CRD
- #2261560
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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