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Eric E. Turloff
TURLOFF FINANCIAL CONSULTING
POULSBO, WA 98370
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CRD#: 4476538
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Professional summary
Eric Ernst Turloff is a registered financial advisor currently at TURLOFF FINANCIAL CONSULTING INC. located in Poulsbo, Washington and EAGLE HARBOR ASSET MANAGEMENT, INC. located in Bainbridge Island, Washington.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Eric has worked at 2 firms .
Biography
Having worked for both a Big Eight accounting firm and Fortune 500 corporation, Eric has decades of experience in the financial industry, ranging from managing employee 401(k) plans to financial planning to helping the companies improve their own profitability. His love of helping other solve their financial issues led him to open his own firm in 1998. For a select number of families and individual clients, Eric serves as a trusted financial guide, providing financial advice on a holistic basis by integrating financial, tax and estate planning with risk and investment management. His goal is to maximize performance for all of these factors and ultimately help clients reach a higher standard of living. To make that happen, Eric adheres to a strict value code that includes always putting the client's interest first, distributing unbiased advice, only beholding to his clients and continually adding value to their lives. A trusted guide, Eric's services are delivered in a cost-effective manner that's tailored to the specific needs of each individual client. An avid sailor, Eric uses a compass for his company logo, signifying his willingness to help clients get going in the right direction.
Question & Answer
What are your service offerings?
With 30 years of financial ser...
Eric E. Turloff CPA
CFA heads up Seattle area fee-...
Inc. A local resident since 19...
he earned his Bachelor's Degre...
thus adhering to a strict code...
the National Association of Pe...
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Tax preparation
CRS (Client Relationship Summary) - RIA
Click below to view Eric Ernst Turloff's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 17, 2000 - Present
TURLOFF FINANCIAL CONSULTING INC.
Office #1: Po Box 829, Poulsbo, WA 98370RIA
CRD#: 117465
POULSBO, WA
Current
February 15, 2011 - Present
EAGLE HARBOR ASSET MANAGEMENT, INC.
RIA
CRD#: 108089
BAINBRIDGE ISLAND, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TURLOFF FINANCIAL CONSULTING INC.
TURLOFF FINANCIAL CONSULTING INC.
CRD#: 117465 / SEC#: 801-120385
RIA
Registered Investment Advisory firm - (2/26/2021 Approved)California
Registered Investment Advisory firm - (4/2/2021 Terminated)Florida
Registered Investment Advisory firm - (3/3/2021 Terminated)Texas
Registered Investment Advisory firm - (3/3/2021 Terminated)Washington
Registered Investment Advisory firm - (4/3/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/28/2020)
IAR
Florida(6/30/2017)
IAR
Texas(7/2/2024)
IAR
Washington(11/17/2000)
Exams
Current Firm
TURLOFF FINANCIAL CONSULTING INC.
TURLOFF FINANCIAL CONSULTING INC.
CRD#: 117465 / SEC#: 801-120385
RIA
Registered Investment Advisory firm - (2/26/2021 Approved)California
Registered Investment Advisory firm - (4/2/2021 Terminated)Florida
Registered Investment Advisory firm - (3/3/2021 Terminated)Texas
Registered Investment Advisory firm - (3/3/2021 Terminated)Washington
Registered Investment Advisory firm - (4/3/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Kingston, WA
Mailing Address
Po Box 829, Poulsbo, WA 98370
Phone number
(206) 842-1422
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 256 |
| AUM (Assets Under Management) | $ 145,307,599 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
