$70.0M Total AUM
$70.0M Disc. AUM
-- 3Y CAGR
2 Employees
65 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-26-2004
- Office Locations
- 1
Office Locations
36A Summit Grove AVE Bryn Mawr PA
About Renaissance Advisory Group
Renaissance Advisory Group is an independent RIA in Bryn Mawr, PA serving retail and institutional clients with financial and investment planning, including insurance, college, charitable, and legacy planning. Portfolios emphasize asset allocation, risk management, and tax efficiency, with meaningful use of private funds and ETFs. Custodied at Schwab and uses eMoney/Twenty Over Ten.
Team overview
-- AVG AGE
$70.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Custodian
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MARC ALLEN TURNER
Owner, President
- CRD
- #2715967
- Ownership
- 75% or more
Available
Available
Available
A
ALEXIS TURNER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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