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Blair Lorell Townsend

TOWNSEND GROUP INVESTMENTS·MALIBU, California
Clean recordTOWNSEND GROUP INVESTMENTS
22601 PACIFIC COAST HWY, MALIBU, CA 90265CRD# 6313285Firm CRD# 106076

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Blair Lorell Townsend · MALIBU, CA
Registration
CRD #6313285 · TOWNSEND GROUP INVESTMENTS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Blair Lorell Townsend is a registered financial advisor based in MALIBU, California, affiliated with TOWNSEND GROUP INVESTMENTS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
TOWNSEND GROUP INVESTMENTS
TOWNSEND GROUP INVESTMENTS
AUM
$132M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TOWNSEND GROUP INVESTMENTS →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6313285
Firm CRD# 106076
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Blair Lorell Townsend offer?
Blair Lorell Townsend specializes in Investment Management, Fee-Only Advisory. Contact their office in MALIBU, California for a consultation.
What are Blair Lorell Townsend's credentials?
Blair Lorell Townsend is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Blair Lorell Townsend located?
Blair Lorell Townsend is based in MALIBU, California, working with TOWNSEND GROUP INVESTMENTS. Their office serves clients in the MALIBU metropolitan area and surrounding communities.
How does Blair Lorell Townsend charge for services?
Blair Lorell Townsend's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSEND GROUP INVESTMENTS?
TOWNSEND GROUP INVESTMENTS has approximately 3 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOWNSEND GROUP INVESTMENTS

David Randall Butterworth
MALIBU, CA
Thomas Brook Townsend
MALIBU, CA
Kenneth Macdonald Townsend
MALIBU, CA

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Research
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