TURNING POINT BENEFIT GROUP, INC.
Doing business as TURNING POINT FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$339,382,378
Discretionary
$339,382,378
Non-discretionary
$0
Firm details
- CRD number
- 301282
- SEC file number
- 801-116895
- Main office
- FREDERICK, MD, United States
- Employees
- 23
- SEC status
- Approved
- Website
- https://www.tpfinancial.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.