Turner Financial Group, Inc.
● SEC registered since 2023CRD 134204SEC# 801-129021Pace, FL
Reg. AUM
$229.6M
Employees
12
Accounts
1,132
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 $229.6 million in regulatory assets under management and employs 12 people.
Turner Financial Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Tang Control | Cio, Ceo | Under 5% | 2021 |
| Marina S Combs | Chief Compliance Officer | Under 5% | 2026 |
| Noble Alpha, LLC Control | Owner | Over 75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Turner Financial Group, Inc. manage?
Turner Financial Group, Inc. reports $229.6 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
| Address | 4366 5th Avenue, Pace, FL 32571-1810 |
| Phone | 850-995-1797 |
| Fax | 850-995-1737 |
| Office hours | 8:30 a.m. To 5:00 p.m. Cst |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$229.6M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$229.6Mregulatory AUM
Discretionary $224.8MNon-discretionary $4.7M