Turning Point Benefit Group Inc

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Turning Point Benefit Group Inc
CRD #301282
SEC #801-116895
CIK #
AUM $310.0 MM (2024-05-13)
Employees 18 (78% Investors, 0% Brokers)
Phone301-846-9336
Address7210 Corporate Ct
Frederick, MD 21703
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 997 163.6
(b) Individuals (high net worth individuals) 75 145.5
(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 1 0.2
(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 12 0.8
(n) Other 0 0.0
Total 1,836 310.0
By Discretionary
Discretionary 1,836 310.0
Non-Discretionary 0 0.0
Total 1,836 310.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 310.0
Total 1,836 310.0
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