TURNING POINT BENEFIT GROUP, INC. of FREDERICK, MD is an SEC-registered investment adviser (CRD 301282). Regulatory assets under management: $339.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Mary Kathleen Troxell | CHIEF EXECUTIVE OFFICER; PRESIDENT & SHAREHOLDER | — |
| Craig S Marcello | PRESIDENT | — |
| Dane Leigh Grouell | CHIEF COMPLIANCE OFFICER | — |
| John Theodore Krupa | CHIEF COMPLIANCE OFFICER | — |
| TROXELL MARY KATHLEEN | PRESIDENT & SHAREHOLDER | — |
| STICKELMAN ALEXANDRA ROSE | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | — |
| Krupa John Theodore | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CAMP HILL | PA | 3 | (717) 774-7200 |
| — | — | 1 | (301) 846-9336 |