Turpin & Associates Inc
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 122841
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans79.85%
- HNWI11.01%
- Individuals8.51%
- Charitable Organizations0.63%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Turpin & Associates Inc. is a small, privately owned corporate advisory practice that provides portfolio management primarily for individuals and small businesses and offers pension consulting services. The firm charges clients on a percentage-of-assets-under-management basis and serves both individual/family and institutional clients. Its filings indicate an affiliation with an insurance company and that it does not position itself 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
- Exchange Traded Equities54%
- Non-Exchange Traded Equities27%
- US Government Bonds10%
- Cash & Cash Equivalents9%
Contacts
2 of 2
Brian Turpin
OwnerCRD 6911341
Frank Turpin
ConsultantCRD 1260746
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 7098 N Shadeland Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Zaki Financial LLC
RIAIndianapolis, IN
My-Financial-Advocate
RIAIndianapolis, IN
Wealthguides LLC
RIAIndianapolis, IN
Plan Wise Wealth Group, LLC
RIAIndianapolis, IN
I4 Advisors LLC
RIAIndianapolis, IN
Abound Wealth Strategies
RIAIndianapolis, IN