hgTurner Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
hgTurner Associates LLC provides portfolio management and related advisory services primarily to individual, non–high-net-worth clients and generally bills on a percentage-of-assets-under-management basis. The firm’s regulatory assets under management are approximately $13.5 million across about 90 clients.
The firm manages individual portfolios and administers client accounts with recurring administrative processes in place, including client authorization for ongoing electronic transfers. Its Form ADV includes a Payment Authorization Agreement referencing PNC Bank’s electronic payment and online banking services for initiating and canceling recurring debits.
Distinctive features include an explicit absence of high-net-worth clients, signaling a client focus concentrated on non-HNW households rather than wealthier households that many peers also serve. The brochure’s inclusion of the PNC electronic-payment authorization and the firm’s modest AUM relative to client count are operational details that set its administrative practices apart from many supported peers.
Client services
Main office
Dix Hills NY
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Harry T
Dix Hills, NY
hgTurner Associates LLC
Harry Turner is a financial advisor at hgTurner Associates LLC with 4 years of industry experience. He has been associated with hgTurner Associates LLC since 1994. hgTurner Associates LLC provides portfolio management and advisory services primarily to individual clients with smaller household accounts. The firm manages approximately $13.3 million in assets across about 91 client relationships and operates within a supported advisory model.
Glenn T
Series 63
Dix Hills, NY
hgTurner Associates LLC
Glenn Turner is a financial advisor at hgTurner Associates LLC with four years of industry experience. He holds a Series 63 designation and has been involved with hgTurner Associates since 2004. Outside of his advisory role, he assists in a PR business, Ripple Strategies LLC, working about 10 hours per week on organizational paperwork. hgTurner Associates LLC provides portfolio management and advisory services primarily to individual clients with smaller household accounts. The firm manages approximately $13.3 million in assets for around 91 clients and operates within a formal custodian and compliance framework.
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