TURNING POINT BENEFIT GROUP, INC.
Legal name: TURNING POINT FINANCIAL
CRD #301282 SEC #801-116895 FREDERICK, MD 301-846-9336
SEC Registered
Total AUM
$383.1M
Discretionary
$383.1M
Employees
25
Clients
101
Accounts
2,659
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $383.1M | $383.1M | $0 | 25 | 0 |
| Mar 2025 | $383.1M | $383.1M | $0 | 25 | 0 |
| Mar 2025 | $310M | $310M | $0 | 25 | 0 |
| Jan 2025 | $310M | $310M | $0 | 23 | 0 |
| Dec 2024 | $310M | $310M | $0 | 24 | 0 |
| Sep 2024 | $310M | $310M | $0 | 24 | 0 |
| May 2024 | $310M | $310M | $0 | 18 | 0 |
| Mar 2024 | $310M | $310M | $0 | 19 | 0 |
| Feb 2024 | $238.2M | $238.2M | $0 | 19 | 0 |
| Jan 2024 | $238.2M | $238.2M | $0 | 20 | 0 |
| Jan 2024 | $238.2M | $238.2M | $0 | 21 | 0 |
| Dec 2023 | $238.2M | $238.2M | $0 | 20 | 0 |
| Nov 2023 | $238.2M | $238.2M | $0 | 21 | 0 |
| Oct 2023 | $238.2M | $238.2M | $0 | 21 | 0 |
| Aug 2023 | $238.2M | $238.2M | $0 | 19 | 0 |
| Aug 2023 | $238.2M | $238.2M | $0 | 18 | 0 |
| Aug 2023 | $238.2M | $238.2M | $0 | 18 | 0 |
| May 2023 | $238.2M | $238.2M | $0 | 16 | 0 |
| Mar 2023 | $238.2M | $238.2M | $0 | 17 | 0 |
| Feb 2023 | $233.6M | $233.6M | $0 | 17 | 0 |
| Jan 2023 | $233.6M | $233.6M | $0 | 17 | 0 |
| Oct 2022 | $233.6M | $233.6M | $0 | 17 | 0 |
| Oct 2022 | $233.6M | $233.6M | $0 | 17 | 0 |
| Sep 2022 | $233.6M | $233.6M | $0 | 17 | 0 |
| Jul 2022 | $233.6M | $233.6M | $0 | 16 | 0 |
| Mar 2022 | $233.6M | $233.6M | $0 | 15 | 0 |
| Jan 2022 | $186.3M | $186.3M | $0 | 15 | 0 |
| Nov 2021 | $186.3M | $186.3M | $0 | 15 | 0 |
| Oct 2021 | $186.3M | $186.3M | $0 | 16 | 0 |
| Oct 2021 | $186.3M | $186.3M | $0 | 15 | 0 |
| Mar 2021 | $186.3M | $186.3M | $0 | 14 | 0 |
| Oct 2020 | $162.1M | $162.1M | $0 | 14 | 0 |
| Oct 2020 | $162.1M | $162.1M | $0 | 14 | 0 |
| May 2020 | $162.1M | $162.1M | $0 | 14 | 0 |
| Apr 2020 | $162.1M | $162.1M | $0 | 14 | 0 |
| Feb 2020 | $162.1M | $162.1M | $0 | 14 | 0 |
| Feb 2020 | $162.1M | $162.1M | $0 | 14 | 0 |
| Oct 2019 | $148.1M | $148.1M | $0 | 14 | 0 |
| Oct 2019 | $148.1M | $148.1M | $0 | 13 | 0 |
| Aug 2019 | $0 | $0 | $0 | 8 | 0 |
| Jul 2019 | $0 | $0 | $0 | 7 | 0 |
| Jul 2019 | $0 | $0 | $0 | 7 | 0 |
| Jul 2019 | $0 | $0 | $0 | 7 | 0 |
| Jun 2019 | $0 | $0 | $0 | 7 | 0 |
| Apr 2019 | $0 | $0 | $0 | 7 | 0 |
DateNov 2025
Total AUM$383.1M
Discretionary$383.1M
Non-Disc.$0
Employees25
Clients0
DateMar 2025
Total AUM$383.1M
Discretionary$383.1M
Non-Disc.$0
Employees25
Clients0
DateMar 2025
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees25
Clients0
DateJan 2025
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees23
Clients0
DateDec 2024
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees24
Clients0
DateSep 2024
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees24
Clients0
DateMay 2024
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees18
Clients0
DateMar 2024
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees19
Clients0
DateFeb 2024
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees19
Clients0
DateJan 2024
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees20
Clients0
DateJan 2024
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees21
Clients0
DateDec 2023
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees20
Clients0
DateNov 2023
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees21
Clients0
DateOct 2023
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees21
Clients0
DateAug 2023
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees19
Clients0
DateAug 2023
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees18
Clients0
DateAug 2023
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees18
Clients0
DateMay 2023
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees16
Clients0
DateMar 2023
Total AUM$238.2M
Discretionary$238.2M
Non-Disc.$0
Employees17
Clients0
DateFeb 2023
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees17
Clients0
DateJan 2023
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees17
Clients0
DateOct 2022
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees17
Clients0
DateOct 2022
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees17
Clients0
DateSep 2022
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees17
Clients0
DateJul 2022
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees15
Clients0
DateJan 2022
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees15
Clients0
DateNov 2021
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees15
Clients0
DateOct 2021
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees16
Clients0
DateOct 2021
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees14
Clients0
DateOct 2020
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees14
Clients0
DateOct 2020
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees14
Clients0
DateMay 2020
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees14
Clients0
DateApr 2020
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees14
Clients0
DateFeb 2020
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees14
Clients0
DateFeb 2020
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees14
Clients0
DateOct 2019
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees14
Clients0
DateOct 2019
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees13
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0