A complete list of active advisors currently associated with hgTurner Associates LLC
Warmer can help you find a great advisor at hgTurner Associates LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at hgTurner Associates LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dix Hills, NY
| 4
|
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