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TURNING POINT ADVISORS, LLC
CRD 291633
15550 PRIORWAY DR, BUILDING G, NOVELTY, OH, 44072, United States
Phone
216-815-0770
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$42.6M
Discretionary AUM
$33.8M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $8.3M |
| High net worth individuals | 12 | $34.2M |
| Charitable organizations | 1 | $17 |
| Corporations/business entities | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD