Overview
Assets Under Management: $383 million
Headquarters: FREDERICK, MD
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Frequently Asked Questions
TURNING POINT FINANCIAL 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 #301282), TURNING POINT FINANCIAL is subject to fiduciary duty under federal law.
TURNING POINT FINANCIAL is headquartered in FREDERICK, MD.
TURNING POINT FINANCIAL serves 84 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, TURNING POINT FINANCIAL offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TURNING POINT FINANCIAL manages $383 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, TURNING POINT FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,659
Discretionary Accounts: 2,659
Regulatory Filings
CRD Number: 301282
Filing ID: 2025539
Last Filing Date: 2025-11-04 14:50:19
Website: 2