← Back to searchVisit website
TURNING POINT FINANCIAL
TURNING POINT BENEFIT GROUP, INC.
CRD 301282 · SEC 801-116895
7210 CORPORATE CT., STE A, FREDERICK, MD, 21703, United States
Phone
301-846-9336
Fax
301-732-5549
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$339.4M
Discretionary AUM
$339.4M
Team
23 total employees; 15 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 683 | $151.5M |
| High net worth individuals | 101 | $186.9M |
| Charitable organizations | 5 | $655K |
| Corporations/business entities | 5 | $294K |
States served
CA, CO, DE, DC, GA, LA, MD, MI, NE, NJ, NY, NC, OH, PA, SC, TN, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD