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Turnberry Financial (Westlake Village)


Turnberry Financial is a large advisory firm based in Westlake Village. It manages $104.66 million of regulatory assets for 561 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Utah, and Washington.

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Turnberry Financial provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Turnberry Financial: assets under management

The assets under management (AUM) of Turnberry Financial is $104.66 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $101.73 million in discretionary accounts and $2.92 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $194.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $79.05 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Turnberry Financial for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Sharon Blonquist Trustee 1 Jun 2005 50% - 75% xxx-xx-xxxx
Lawrence Blaine Blonquist Trustee 1 Jun 2005 50% - 75% 23862

Based in Westlake Village

The principal office where Turnberry Financial performs its advisory services is located at 650 Hampshire Road, Westlake Village, CA 91361, which is also the mailing address of the firm. An additional office of the firm is in Cedar Hills, UT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-374-2700 or by fax 805-374-2702. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www. turnberryfinancial.com.


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