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Turning Point Benefit Group, Inc.

● SEC registered since 2019CRD 301282SEC# 801-116895Frederick, MD
Export (members)
Reg. AUM
$310M
Employees
25
Accounts
1,836
Location
Frederick, MD

Turning Point Benefit Group, Inc. assets under management

Turning Point Benefit Group, Inc. operates as an SEC-registered investment adviser based in Frederick, MD. The firm has been registered since 2019. It reports $310 million in regulatory assets under management and employs 25 people.
www.tpfinancial.comView on SEC.gov ↗

Turning Point Benefit Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Theodore Krupa ControlChief Compliance OfficerUnder 5%2024
Mary Kathleen Troxell ControlPresident & ShareholderOver 75%1994

Frequently asked questions

How much does Turning Point Benefit Group, Inc. manage?

Turning Point Benefit Group, Inc. reports $310 million in regulatory assets under management on its Form ADV.

How many employees does Turning Point Benefit Group, Inc. have?

Turning Point Benefit Group, Inc. reports 25 employees.

Where is Turning Point Benefit Group, Inc. located?

Turning Point Benefit Group, Inc. is based in Frederick, MD and has been SEC-registered since 2019.

Does Turning Point Benefit Group, Inc. disclose fund performance?

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

Contact & registration

Address7210 Corporate Ct., Ste a, Frederick, MD 21703
Phone301-846-9336
Fax301-732-5549
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$310M
Non-discretionary$0
Total (RAUM)$310M