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- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-12-2005
- Office Locations
- 9
Office Locations
About Turner Financial Group, Inc.
Turner Financial Group is an SEC-registered investment adviser providing focused wealth management, portfolio management, and comprehensive financial planning, including tax-advantaged retirement strategies, estate planning, and business-succession planning. The firm supports clients across key life stages (early career through retirement), including business owners and heirs/beneficiaries, with online client access via Orion.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Marina S Combs
Chief Compliance Officer
- CRD
- #4536154
- Ownership
- Less than 5%
ANDREW TANG
Chief Executive Officer, Chief Investment Officer, Project Manager
- CRD
- #3157581
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Ryan Michael Filiaggi
--
- CRD
- #5060129
MOHAMMED SULTAN GHOURI
--
- CRD
- #5737329
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,849,205 | $201,297 |
| Non-Discretionary | $4,716,928 | $314,462 |
| Total | $229,566,133 | $202,797 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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