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| Keyboard |
| Turning Point Benefit Group Inc
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|---|---|
| CRD # | 301282 |
| SEC # | 801-116895 |
| CIK # | 0002008513 |
| AUM | 339.4 M (2026-06-30) |
| Employees | 23 (65% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 301-846-9336 |
| Address | 7210 Corporate Ct Frederick, MD 21703 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wheaton Precious Metals Corp | 5.6 | ||
| Global MOFY Metaverse Ltd | 3.7 | ||
| SPDR Gold Trust | 2.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.3 | ||
| iShares Gold Trust Micro | 2.3 | ||
| Alphabet Inc | 1.6 | ||
| Valero Energy Corp/Tx | 1.4 | ||
| Microsoft Corp | 1.4 | ||
| Nvidia Corp | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 683 | 151.5 |
| (b) Individuals (high net worth individuals) | 101 | 186.9 |
| (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 | 5 | 0.7 |
| (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 | 5 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,804 | 339.4 |
| By Discretionary | ||
| Discretionary | 1,804 | 339.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,804 | 339.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 339.4 | |
| Total | 1,804 | 339.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002008513] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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