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| Happy Holidays!! thanks for using AUM13F!! |
| Turner Financial Group Inc
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| CRD # | 134204 |
| SEC # | 801-129021 |
| CIK # | 0000877035 |
| AUM | $171.0 M (2025-03-31) |
| Employees | 12 (67% Investors, 17% Brokers) |
| Phone | 850-995-1797 |
| Address | 4366 5th Avenue Pace, FL 32571-1810 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| HSW International Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 471 | 109.5 |
| (b) Individuals (high net worth individuals) | 36 | 60.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 21 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 985 | 171.0 |
| By Discretionary | ||
| Discretionary | 985 | 171.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 985 | 171.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 170.5 | |
| Total | 985 | 171.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000877035] | |
| SC 13G | [0000877035] |
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