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Turning Point Benefit Group Inc
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CRD # | 301282 |
SEC # | 801-116895 |
CIK # | |
AUM | $310.0 MM (2024-05-13) |
Employees | 18 (78% Investors, 0% Brokers) |
Phone | 301-846-9336 |
Address | 7210 Corporate Ct Frederick, MD 21703 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 997 | 163.6 |
(b) Individuals (high net worth individuals) | 75 | 145.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 0.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 12 | 0.8 |
(n) Other | 0 | 0.0 |
Total | 1,836 | 310.0 |
By Discretionary | ||
Discretionary | 1,836 | 310.0 |
Non-Discretionary | 0 | 0.0 |
Total | 1,836 | 310.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 310.0 | |
Total | 1,836 | 310.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Lifepro Asset Management LLC
✚
|
CA | 0.3 |
Square Advisors LLC
✚
|
0.3 | |
Bernzott Capital Advisors
✚
|
CA | 0.3 |
Futura Asset Advisors LLC
✚
|
FL | 0.3 |
S&A Financial Services Inc
✚
|
KS | 0.3 |
Fullcircle Wealth LLC
✚
|
TX | 0.3 |
Joseph P Lucia & Associates LLC
✚
|
NY | 0.3 |
Conservative Wealth Management LLC
✚
|
CA | 0.3 |
HANC Wealth Management LLC
✚
|
MI | 0.3 |
van Leeuwen & Company LLC
✚
|
NJ | 0.3 |