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STRATEGIC ASSET PLANNING
TURNER, MICHAEL
CRD 304415
7311 NW 4TH BLVD, GAINESVILLE, FL, 32607, United States
Phone
8635213035
Fax
352-575-9752
Registration
— (—)
Source
State registered
Total AUM
$41.2M
Discretionary AUM
$41.2M
Team
1 total employees; 1 advisory reps; 52 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $9.0M |
| High net worth individuals | 6 | $11.8M |
| Pension/profit sharing plans | 4 | $20.4M |
Official SEC filing: View on IAPD