Turner Dale Associates Inc is a large advisory firm based in Burlingame. It manages $199.79 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Turner Dale Associates provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Turner Dale Associates Inc is $199.79 million. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Turner Dale Associates Inc for their services and products based on a percentage of assets under management. 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.
The principal office where Turner Dale Associates Inc performs its advisory services is located at 1214 Donnelly Ave, Burlingame, CA 94010 1402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-343-6333 or by fax 650-343-0858. The normal business hours are 8:30a - 5:00p on Monday - Friday.