TURNER FINANCIAL GROUP, INC.
CRD #134204 SEC #801-129021 PACE, FL 850-995-1797
SEC Registered
Total AUM
$171M
Discretionary
$171M
Employees
12
Clients
0
Accounts
985
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $171M | $171M | $0 | 12 | 0 |
| Dec 2024 | $115.7M | $115.1M | $677.2K | 12 | 0 |
| Nov 2024 | $115.7M | $115.1M | $677.2K | 12 | 0 |
| Nov 2024 | $115.7M | $115.1M | $677.2K | 12 | 0 |
| Aug 2024 | $115.7M | $115.1M | $677.2K | 8 | 0 |
| Aug 2024 | $115.7M | $115.1M | $677.2K | 8 | 0 |
| Jul 2024 | $115.7M | $115.1M | $677.2K | 8 | 0 |
| May 2024 | $115.7M | $115.1M | $677.2K | 8 | 0 |
| Apr 2024 | $115.7M | $115.1M | $677.2K | 8 | 0 |
| Mar 2024 | $115.7M | $115.1M | $677.2K | 8 | 0 |
| Nov 2023 | $102.1M | $101.5M | $628.2K | 7 | 0 |
| Nov 2023 | $102.1M | $101.5M | $628.2K | 7 | 0 |
| Oct 2023 | $102.1M | $101.5M | $628.2K | 7 | 0 |
DateMar 2025
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees12
Clients0
DateDec 2024
Total AUM$115.7M
Discretionary$115.1M
Non-Disc.$677.2K
Employees12
Clients0
DateNov 2024
Total AUM$115.7M
Discretionary$115.1M
Non-Disc.$677.2K
Employees12
Clients0
DateNov 2024
Total AUM$115.7M
Discretionary$115.1M
Non-Disc.$677.2K
Employees12
Clients0
DateAug 2024
Total AUM$115.7M
Discretionary$115.1M
Non-Disc.$677.2K
Employees8
Clients0
DateAug 2024
Total AUM$115.7M
Discretionary$115.1M
Non-Disc.$677.2K
Employees8
Clients0
DateJul 2024
Total AUM$115.7M
Discretionary$115.1M
Non-Disc.$677.2K
Employees8
Clients0
DateMay 2024
Total AUM$115.7M
Discretionary$115.1M
Non-Disc.$677.2K
Employees8
Clients0
DateApr 2024
Total AUM$115.7M
Discretionary$115.1M
Non-Disc.$677.2K
Employees8
Clients0
DateMar 2024
Total AUM$115.7M
Discretionary$115.1M
Non-Disc.$677.2K
Employees8
Clients0
DateNov 2023
Total AUM$102.1M
Discretionary$101.5M
Non-Disc.$628.2K
Employees7
Clients0
DateNov 2023
Total AUM$102.1M
Discretionary$101.5M
Non-Disc.$628.2K
Employees7
Clients0
DateOct 2023
Total AUM$102.1M
Discretionary$101.5M
Non-Disc.$628.2K
Employees7
Clients0