Thomas
Kleptz
Turnstone Financial
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About this Advisor
Thomas Kleptz is a financial advisor based in Troy, Ohio, working with Turnstone Financial. Thomas has previously held a position at Ot Financial, LLC D/B/A Turnstone Financial. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Thomas is part of Turnstone Financial, which operates out of Troy, Ohio. The firm has 2 employees and manages assets totaling $142.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Turnstone Financial includes asset-based, fixed, and other fees.
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Turnstone Financial Brokerage Details
$142,778,241
2
216
$661,010
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Thomas Kleptz Work History
Ot Financial, LLC D/B/A Turnstone Financial
Disclosures
Please visit the SEC profile of Thomas Kleptz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Turnstone Financial
Troy, OH
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