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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Turning Point Benefit Group Inc
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|---|---|
| CRD # | 301282 |
| SEC # | 801-116895 |
| CIK # | 0002008513 |
| AUM | $383.1 M (2025-03-17) |
| Employees | 25 (64% Investors, 0% Brokers) |
| Phone | 301-846-9336 |
| Address | 7210 Corporate Ct Frederick, MD 21703 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wheaton Precious Metals Corp | 4.9 | ||
| Global MOFY Metaverse Ltd | 3.9 | ||
| iShares Gold Trust Micro | 2.3 | ||
| SPDR Gold Trust | 1.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.5 | ||
| Microsoft Corp | 1.3 | ||
| Nvidia Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,414 | 216.5 |
| (b) Individuals (high net worth individuals) | 84 | 166.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,659 | 383.1 |
| By Discretionary | ||
| Discretionary | 2,659 | 383.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,659 | 383.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.1 | |
| Total | 2,659 | 383.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002008513] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Old North State Wealth Management LLC
✚
|
NC | 0.4 |
|
Blue Water Wealth Inc
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OR | 0.4 |
|
Guidance Capital Inc
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KY | 0.4 |
|
Flagship Private Wealth LLC
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|
MA | 0.4 |
|
Oak Asset Management LLC
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|
CA | 0.4 |
|
Cargile Investment Management Inc
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|
TX | 0.4 |
|
Flourish Wealth Management Inc
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|
MN | 0.4 |
|
REIK & Co LLC
✚
|
0.4 | |
|
Note Advisors LLC
✚
|
NY | 0.4 |
|
Seven Mile Advisory LLC
✚
|
NJ | 0.4 |