Overview
Assets Under Management: $171 million
Headquarters: PACE, FL
High-Net-Worth Clients: 36
Average Client Assets: $2 million
Frequently Asked Questions
TURNER FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134204), TURNER FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
TURNER FINANCIAL GROUP, INC. is headquartered in PACE, FL.
TURNER FINANCIAL GROUP, INC. serves 36 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, TURNER FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
TURNER FINANCIAL GROUP, INC. manages $171 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, TURNER FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.14
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 985
Discretionary Accounts: 985
Regulatory Filings
CRD Number: 134204
Filing ID: 1969837
Last Filing Date: 2025-03-31 16:56:00
Website: https://pattentraining.com