1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TURNING POINT FINANCIAL

Map pinFREDERICK, MD
Phone301-846-9336
NotebookSEC #801-116895
Total AUM
$339.4M
Employees
23
Clients
794

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7210 CORPORATE CT.
STE A
FREDERICK
MD 21703
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
301-846-9336
Other Offices
2

ReceiptFinancials

Total AUM
$339.4M
Accounts
1,804
Discretionary
$339.4M
Accounts
1,804
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
683
AUM
$151.5M
HNW Individual Clients
101
AUM
$186.9M
Charitable Organization Clients
5
AUM
$654.9K
Corporation or Business Clients
5
AUM
$294K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CACODCDEFLGALAMDMINCNENJNYOHPASCTNTXVAWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account