Turning Point Advisors, LLC

Turning Point Advisors, LLC (CRD# 291633) is a financial advisory firm headquartered in Novelty, OH. They manage $32,716,523 in 62 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

15550 Priorway Dr, Building G, Novelty, OH 44072

https://www.linkedin.com/company/turning-point-advisors-cleveland-oh/

By the Numbers

Total Assets Under Management

33

MILLION
Total Number of Accounts

62

ACCOUNTS
Average Account Value

$527,686

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Turning Point Advisors, LLC

Showing 1 - 2 of 2 top financial advisors.

Gregory A. Taylor

CRD#: 2491175

15550 Priorway Dr, Building G, Novelty, OH 44072

Gregory Taylor (CRD# 2491175) is an Investment Advisor Representative working at Turning Point Advisors, LLC in Novelty, OH and has over 22 years of experience in the finance industry.

David C. Turben

CRD#: 2591599

15550 Priorway Dr, Building G, Novelty, OH 44072

David Turben (CRD# 2591599) is an Investment Advisor Representative working at Turning Point Advisors, LLC in Novelty, OH and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals