$6.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-11-1998
- Office Locations
- 2
Office Locations
114 S Earl Avenue Lafayette IN
7098 N Shadeland Avenue Suite C Indianapolis IN
About Turpin & Associates INC
Turpin & Associates Inc is an Indiana-based advisory firm serving business owners and entrepreneurs with hands-on planning and investment management. The team pairs portfolio construction with tax, estate, and insurance planning to support long-term business and personal goals. Portfolios commonly use ETFs and mutual funds, with TD Ameritrade as a primary custodian.
Team overview
-- AVG AGE
$6.3M AVG AUM / ADVISOR
$180.2K AVG AUM / CLIENT
18.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
F
FRANK EDWARD TURPIN
President
- CRD
- #1260746
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
Brian Edward Turpin
Director
- CRD
- #6911341
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,291,224 | -- |
| Non-Discretionary | $2,014,768 | -- |
| Total | $6,305,992 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing