Turner Financial Group, Inc.
Firm details
- Headquarters
- Pace, Florida
- CRD number
- 134204
- Registered since
- November 3, 2023
- Website
- www.turnerfg.com
- Custodians
- CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals53.78%
- HNWI40.95%
- Charitable Organizations2.95%
- Corporations / Businesses2.32%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Turner Financial Group, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and identifies as a capital allocator. The firm serves both individual and family clients as well as institutional investors. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selecting and allocating to other advisers and managers, and educational seminars and workshops. Fee arrangements include percentage-of-assets, hourly, fixed-fee and other structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities30%
- Cash & Cash Equivalents7%
- Other3%
- Private Funds1%
Owners & executives
3 of 3
Gary Thomas
CEO and FounderCRD 1411067
Scott Klaassen
Chief Operating OfficerCRD 3098168
Andrew Tang
Chief Investment OfficerCRD 3157581
Contacts
3 of 7
Thavaselan Subramaniam
Investment Adviser RepresentativeCRD 1948362
Mohammed Ghouri
Managing PartnerCRD 5737329
Marina Combs
CCOCRD 4536154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$45.7M in ETFs
22%
$9.8M
56%
$35.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FOLIOBEYOND ENHANCED FIXED INCOME PREMIUM ETF (FIXP) | FolioBeyond | $9M | 451,206 | 19.64% |
Location
Pace, FL
Santa Rosa
Location
Pace, FL
Headquartered in Pace, FL, anchoring the Pensacola-Ferry Pass, FL-AL metro in the South.
- Metro area
- Pensacola-Ferry Pass, FL-AL
- Region
- South
- County
- Santa Rosa
- Address
- 4366 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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