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TURNING POINT BENEFIT GROUP, INC.
TURNING POINT BENEFIT GROUP, INC.
TURNING POINT FINANCIAL
FREDERICK, Maryland
·
2 registered advisors
·
CRD# 301282
SEC# 801-116895
1
301-846-9336
01
Firm Overview
AUM
$310M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at TURNING POINT BENEFIT GROUP, INC.
2 registered advisors
John Theodore Krupa
FREDERICK, Maryland
CRD# 2315674
Mary Kathleen Troxell
FREDERICK, Maryland
CRD# 1850750
05
Office Locations
FREDERICK, Maryland
2 advisors
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Data sourced from SEC Form ADV filings. TURNING POINT BENEFIT GROUP, INC. (CRD# 301282) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.