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TURNING POINT FINANCIAL, INC.
CRD 138008 · SEC 801-68437
15720 BRIXHAM HILL AVE STE 300, CHARLOTTE, NC, 28277, United States
Phone
704-243-4222
Fax
704-228-4261
Registration
— (—)
Source
State registered
Total AUM
$88.0M
Discretionary AUM
$88.0M
Team
2 total employees; 1 advisory reps; 150 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $6.0M |
| High net worth individuals | 50 | $82.0M |
All web addresses on file
Official SEC filing: View on IAPD