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Hgturner Associates LLC (Dix Hills)


Hgturner Associates LLC is an internet adviser based in Dix Hills. It manages $12.48 million of regulatory assets for 204 client accounts. It has been registered with the SEC as an adviser since 2001.

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

Hgturner Associates: assets under management

The assets under management (AUM) of Hgturner Associates LLC is $12.48 million. The firm's AUM has gone down by -61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.13 million in discretionary accounts and $351.5 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $61.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $58.58 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hgturner Associates LLC for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Dix Hills

The principal office where Hgturner Associates LLC performs its advisory services is located at 425 Wolf Hill Rd, Dix Hills, NY 11746, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 631-673-3055 or by fax 631-673-3058. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.hgturner.com.


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