← Tributary

TURLOFF FINANCIAL CONSULTING INC.

· CRD 117465 · IAPD ↗ · turloff.com · 206 842-1422

$160.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — TURLOFF FINANCIAL CONSULTING INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
August 2024 — TURLOFF FINANCIAL CONSULTING INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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