# TURNER FINANCIAL GROUP, INC.

TURNER FINANCIAL GROUP, INC. of PACE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 134204
- Type: SEC-registered investment adviser
- SEC file number: 801-129021
- Location: 4366 5TH AVENUE, PACE, FL, 32571-1810
- Phone: 850-995-1797
- Latest filing: 2026-06-11
- Regulatory AUM: $229.6M
- Discretionary AUM: $224.8M
- Non-discretionary AUM: $4.7M
- Clients: 12
- Accounts: 1,132

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Tang | CIO, CEO; OWNER | Santa Monica, CA |
| Patti Sue Almanza | CHIEF COMPLIANCE OFFICER | — |
| TANG ANDREW | CIO; CIO, CEO; OWNER | — |
| DARDIS MICHAEL ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| TAVARES MARGUERITE AMARAL | CHIEF COMPLIANCE OFFICER | — |
| Marina S Combs | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134204/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134204/similar
- Related entities: https://search.stillhousedata.com/firm/134204/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134204

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.