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TURPIN & ASSOCIATES INC
CRD 122841
7098 N SHADELAND AVENUE, SUITE C, INDIANAPOLIS, IN, 46220, United States
Phone
317-362-9697
Fax
317-342-2100
Registration
— (—)
Source
State registered
Total AUM
$6.3M
Discretionary AUM
$4.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-29
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $537K |
| High net worth individuals | 6 | $694K |
| Pension/profit sharing plans | 11 | $5.0M |
| Charitable organizations | 1 | $40K |
Official SEC filing: View on IAPD