SEC Form ADV

TURNING POINT FINANCIAL

Firm profile: Turning Point Financial — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMD

$339.4M

Assets Under Management

1,804

Total Clients

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Registration Details

Accession: CRD-301282
Location: FREDERICK, MD
Filing Date: April 1, 2026
AUM: $339.4M
Total Clients: 1,804
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

TURNING POINT FINANCIAL is a registered investment adviser headquartered in FREDERICK, MD, managing approximately $339.4M in assets across 1,804 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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