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TURNER FINANCIAL GROUP, INC.
CRD 134204 · SEC 801-129021
4366 5TH AVENUE, PACE, FL, 32571-1810, United States
Phone
850-995-1797
Fax
850-995-1737
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229.6M
Discretionary AUM
$224.8M
Team
12 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 490 | $123.5M |
| High net worth individuals | 57 | $94.0M |
| Charitable organizations | 73 | $6.8M |
States served
AL, AZ, CA, CO, DE, LA, NJ, NY, OK, OR, PA, SC, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD