TURNING POINT FINANCIAL

7210 Corporate Ct.
Ste A
Frederick, Maryland 21703
Tel: 301-846-9336

About TURNING POINT FINANCIAL

TURNING POINT FINANCIAL, formally registered with the SEC as TURNING POINT FINANCIAL. The firm was established in 07/03/2019. They have over 3 offices throughout the country.

TURNING POINT FINANCIAL is a Frederick, Maryland based Financial Planning firm with nearly $310,006,374 assets under management, offering retirement planning & investment advisory services to 1836 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301282
SEC#	801-116895
Assets Managed by Firm	$310,006,374
No. of Clients	1836
No. of Advisors	25

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1836	$310,006,374
Individuals (other than high net worth individuals)	997	$163,565,708
High net worth individuals	75	$145,520,698
Charitable organizations	1	$160,098
Corporations or other businesses	12	$759,870

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