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PRING TURNER

ALAMO, CA · CRD 110931 · IAPD ↗ · (925) 287-8527

$296.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
December 2025 — PRING TURNER notice-filed in NV, OR, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
December 2025 — PRING TURNER reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
October 2024 — PRING TURNER moved its main office from WALNUT CREEK, CA to ALAMO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.