Turtle Bay Group, Inc.
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ADV data as of Apr 25, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 184
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 9
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $0 | — |
| High net worth individuals | 55 | $0 | — |
| Charitable organizations | 4 | $0 | — |
| Corporations and other businesses | 116 | $0 | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronald Michael Starr | Registered representative | Mar 2011 (16y) | ||
| Clement Peter Ballas | Registered representative | Nov 2011 (15y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/25/2025 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • REFERRAL FEES; % OF ASSETS ADVISED
Services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 25, 2025.
View current Form ADV (SEC/IAPD) ↗