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PRING TURNER
PRING/TURNER CAPITAL GROUP, INC.
CRD 110931 · SEC 801-12851
3195 DANVILLE BLVD STE 8, ALAMO, CA, 94507-1970, United States
Phone
(925) 287-8527
Fax
(925) 287-8653
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$262.1M
Discretionary AUM
$261.6M
Team
4 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-09-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $49.7M |
| High net worth individuals | 68 | $199.0M |
States served
CA, CO, MD, NV, OR, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD