Turner Financial Group, Inc.

RIASEC RegisteredEst. 2023

Total AUM

$230M

Discretionary

$225M

98% of AUM

Avg account

$203K

Accounts

1,132

Employees

Advisory reps

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

FINTRX

Overview

Turner Financial Group, Inc. is an independent, SEC-registered investment adviser organized as a corporation. The firm acts as a capital allocator to third-party managers and serves both individual & family clients and institutional investors. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, manager selection (sourcing and recommending other advisers and funds), and client education through seminars and workshops. The firm uses multiple billing arrangements — percentage of AUM, hourly, fixed fees and other fee structures — and does not position itself as an active ESG investor.