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Turner Financial Group, Inc.

● SEC registered since 2023CRD 134204SEC# 801-129021Pace, FL
Export (members)
Reg. AUM
$171M
Employees
12
Accounts
985
Location
Pace, FL

Turner Financial Group, Inc. assets under management

Turner Financial Group, Inc. is an SEC-registered investment adviser based in Pace, FL. The firm has been registered since 2023. It reports $171 million in regulatory assets under management and employs 12 people.

Turner Financial Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Andrew Tang ControlCio, CeoUnder 5%2021
Noble Alpha, LLC ControlOwnerOver 75%2021
Patti Sue Almanza ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Turner Financial Group, Inc. manage?

Turner Financial Group, Inc. reports $171 million in regulatory assets under management on its Form ADV.

How many employees does Turner Financial Group, Inc. have?

Turner Financial Group, Inc. reports 12 employees.

Where is Turner Financial Group, Inc. located?

Turner Financial Group, Inc. is based in Pace, FL and has been SEC-registered since 2023.

Does Turner Financial Group, Inc. disclose fund performance?

Turner Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4366 5th Avenue, Pace, FL 32571-1810
Phone850-995-1797
Fax850-995-1737
Office hours8:30 a.m. To 5:00 p.m. Cst
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$171M
Non-discretionary$0
Total (RAUM)$171M