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Building 2TURNER FINANCIAL GROUP, INC.

Map pinPACE, FL
Phone850-995-1797
NotebookSEC #801-129021
Total AUM
$229.6M
Employees
12
Clients
621

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4366 5TH AVENUE
PACE
FL 32571-1810
United States
Operating Hours
8:30 AM TO 5:00 PM CST
Monday - Friday
Phone
850-995-1797
Other Offices
6

ReceiptFinancials

Total AUM
$229.6M
Accounts
1,132
Discretionary
$224.8M
Accounts
1,117
Non-Discretionary
$4.7M
Accounts
15

ContactClients

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Individual Clients
490
AUM
$123.5M
HNW Individual Clients
57
AUM
$94M
Charitable Organization Clients
73
AUM
$6.8M
Corporation or Business Clients
1
AUM
$5.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISORS

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACODEFLLANJNYOKORPASCTXVAWA

HandshakeAffiliates

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

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