Pring Turner Capital Group (Walnut Creek)

Pring Turner Capital Group is a large advisory firm based in Walnut Creek. It manages $30.45 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Colorado.

Pring Turner Capital Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pring Turner Capital Group: assets under management

The assets under management (AUM) of Pring Turner Capital Group is $30.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $634.47 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pring Turner Capital Group for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pring Turner Capital Group

Joe Dennis Turner has been acting as President since 1 Jul 1985. Martin John Pring joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joe Dennis Turner	President	1 Jul 1985	50% - 75%	2759847
Martin John Pring	Chairman	1 Jul 1988	25% - 50%	2778850

Based in Walnut Creek

The principal office where Pring Turner Capital Group performs its advisory services is located at 1600 S. Main Street, #375, Walnut Creek, CA 94596 5397, which is also the mailing address of the firm. An additional office of the firm is in Pleasant View, CO. It doesn’t run an office outside of the United States.