Turning Point Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

15550 Priorway Dr Bldg G, Novelty, Ohio,...

Phone Number

(216) 815-0770

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Turning Point Advisors

Turning Point Advisors is an investment advisory firm that emphasizes risk management as a core component of its investment strategy. The firm offers a range of portfolios, including the Fast Cars Portfolio, Classic Cars Portfolio, Road Trip Portfolio, and Stock Cars Portfolio, each designed to optimize returns while managing risk through quantitative and hedging strategies. Their services cater to a diverse clientele, including individuals, multi-generational families, endowments, foundations, and corporate pensions. With a team of experienced professionals, Turning Point Advisors aims to provide customized risk profiles and investment solutions tailored to the unique needs of each client.Explore more
Turning Point Advisors's Social MediaPopular SearchesTurning Point AdvisorsTurning Point Advisors LLCTurning Point Investment ClubTurning Point Advisors Cleveland OHTurning Point InvestmentSIC Code 62,628NAICS Code 52,523Show more

Turning Point Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Turning Point Advisors

<$5M
1-10
Private
-
2018
$8.6M
11-50
Private
<$5M
1988
JK
Jason KruglyVice President
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Turning Point Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Turning Point Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Turning Point Advisors.

Turning Point Advisors Tech Stack

A closer look at the technologies used by Turning Point Advisors

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Frequently Asked Questions Regarding Turning Point Advisors

What is Turning Point Advisors's official website?
Turning Point Advisors's official website is www.216investors.com
What is Turning Point Advisors's Revenue?
Turning Point Advisors's revenue is <$5 Million
What is Turning Point Advisors's SIC code?
Turning Point Advisors's SIC: 62,628
What is Turning Point Advisors's NAICS code?
Turning Point Advisors's NAICS: 52,523
How many employees does Turning Point Advisors have?
Turning Point Advisors has 1-10 employees
What industry does Turning Point Advisors belong to?
Turning Point Advisors is in the industry of: Finance, Securities Trading
What is Turning Point Advisors competition?
Turning Point Advisors top competitors include: Evanson Asset Management, Telos Capital Management, The Institute for Wealth Management, Journey Capital Advisers
What technology does Turning Point Advisors use?
Some of the popular technologies that Turning Point Advisors uses are: GoCentral, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact Turning Point Advisors?
Turning Point Advisors contact info: Phone number: (216) 815-0770 Website: www.216investors.com
What does Turning Point Advisors do?

Turning Point Advisors is an investment advisory firm that emphasizes risk management as a core component of its investment strategy. The firm offers a range of portfolios, including the Fast Cars Portfolio, Classic Cars Portfolio, Road Trip Portfolio, and Stock Cars Portfolio, each designed to optimize returns while managing risk through quantitat... ive and hedging strategies. Their services cater to a diverse clientele, including individuals, multi-generational families, endowments, foundations, and corporate pensions. With a team of experienced professionals, Turning Point Advisors aims to provide customized risk profiles and investment solutions tailored to the unique needs of each client.Read More

What are Turning Point Advisors social media links?
Turning Point Advisors Linkedin page Turning Point Advisors Facebook page
Is Turning Point Advisors a public company?
Turning Point Advisors is private company therefore does not currently have an official ticker symbol
See more information about Turning Point Advisors

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