Adviser Profile
| As of Date | 04/22/2026 |
| Registration status | Registration Changed to THE TURLINGTON GROUP, INC. |
| ADV Location | RALEIGH, NC, United States |
| Contact Info | 919 xxxxxxx |
| Websites |
| AUM* | 110,460,071 32% |
| of that, discretionary | 110,460,071 32% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 511,389 14% |
| % High Net Worth | 34.62% 4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds