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Home > Retirement Planners > florida > pace > TURNER FINANCIAL GROUP, INC.
TURNER FINANCIAL GROUP, INC.
4366 5th Avenue
Pace, Florida 32571-1810
Tel: 850-995-1797
About TURNER FINANCIAL GROUP, INC.
TURNER FINANCIAL GROUP, INC, formally registered with the SEC as TURNER FINANCIAL GROUP, INC. The firm was established in 11/03/2023. They have over 6 offices throughout the country.
TURNER FINANCIAL GROUP, INC. is a Pace, Florida based Financial Planning firm with nearly $115,743,788 assets under management, offering retirement planning & investment advisory services to 798 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134204 |
| SEC# | 801-129021 |
| Assets Managed by Firm | $115,743,788 |
| No. of Clients | 798 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SELECTION OF OTHER ADVISORS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 798 | $115,743,788 |
| Individuals (other than high net worth individuals) | 396 | $83,985,205 |
| High net worth individuals | 22 | $31,758,583 |
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|---|---|---|---|
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