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$88.0M Total AUM
$88.0M Disc. AUM
-- 3Y CAGR
2 Employees
300 ADV. Clients
17 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-09-2008
- Office Locations
- 1
Office Locations
15720 Brixham Hill AVE STE 300 Charlotte NC
About Turning Point Financial, Inc.
Turning Point Financial, Inc. is a Charlotte-based RIA. The firm has been operating for 17 years. Managing $88.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
46 AVG AGE
$88.0M AVG AUM / ADVISOR
$293.3K AVG AUM / CLIENT
13.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MARK LYNN KENISON
Chief Compliance Officer, President
- CRD
- #2647751
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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