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TURNER FINANCIAL SERVICES, INC.

CRD 142128 · SEC 801-67256

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

2 total employees; 0 advisory reps; 31 broker-dealer reps

Clients

26-50

Fees

PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Corporation

Filing date

2019-07-05

Disciplinary history

No

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  • SEC IAPD

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Services

Financial planningPension consultingPublication of periodicalsCONSULTING

Client types

TypeClientsAUM
Individuals31$0

Official SEC filing: View on IAPD