A complete list of active advisors currently associated with Turken Investments Llc.
Warmer can help you find a great advisor at Turken Investments Llc. or one who fits your needs even better.
Turken Investments provides investment management and financial planning to individuals — including executives, professionals, entrepreneurs, retirees, and small business owners — and to legal entities such as trusts, estates, and business entities. The firm works with U.S.-based clients who may have family, assets, or business interests abroad and accepts portfolio engagements that can include institutional-style or business accounts. The firm constructs portfolios around a written Investment Policy and a client risk questionnaire, emphasizing diversification across liquid asset classes such as mutual funds, ETFs, individual stocks and bonds, and traded limited partnerships. Portfolios are monitored and rebalanced as warranted, but Turken Investments operates on a non-discretionary basis, implementing trades only with client approval. Compared with many solo independent advisors, the firm is notable for offering portfolio management to business and institutional accounts while remaining a small, newly registered advisory practice with no assets under management as of 06/02/2026. Turken Investments also discloses a formal custodian relationship that provides research, technology, and operational support (soft-dollar benefits) to the firm.
To learn more about the advisors currently working at Turken Investments 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 |
|---|---|---|
San Marcos, CA
| 6
|
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