$17.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
7 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-11-2019
- Office Locations
- 1
Office Locations
-- ST Paul MN
About White Turf Financial Llc.
White Turf Financial is a fiduciary RIA providing personalized financial planning and investment advice for retail clients, with an emphasis on realistic, implementable recommendations and transparent pricing. The firm focuses on asset allocation, portfolio construction, and risk management, primarily using public funds such as mutual funds and ETFs, and works with custodians including Charles Schwab.
Team overview
-- AVG AGE
$17.7M AVG AUM / ADVISOR
$442.6K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Todd Christopher Moritz
Chief Compliance Officer, Owner
- CRD
- #6679055
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,705,647 | -- |
| Total | $17,705,647 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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