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Thomas Brook Townsend

TOWNSEND GROUP INVESTMENTS·MALIBU, California
Clean recordTOWNSEND GROUP INVESTMENTS
22601 PACIFIC COAST HWY, MALIBU, CA 90265CRD# 5192070Firm CRD# 106076

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Brook Townsend · MALIBU, CA
Registration
CRD #5192070 · TOWNSEND GROUP INVESTMENTS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Brook 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
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5192070
Firm CRD# 106076
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05

Frequently Asked Questions

What services does Thomas Brook Townsend offer?
Thomas Brook Townsend specializes in Investment Management, Fee-Only Advisory. Contact their office in MALIBU, California for a consultation.
What are Thomas Brook Townsend's credentials?
Thomas Brook Townsend is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Brook Townsend located?
Thomas Brook 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 Thomas Brook Townsend charge for services?
Thomas Brook 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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