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Shawn Robert Kelly

TOWNSEND & ASSOCIATES, INC.·WESTMINSTER, Colorado
Unclaimed Profile
2761 W. 120TH AVE., SUITE 200, WESTMINSTER, CO 80234CRD# 4132844Firm CRD# 113681
01

About

Shawn Robert Kelly is a registered financial advisor based in WESTMINSTER, Colorado, affiliated with TOWNSEND & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TOWNSEND & ASSOCIATES, INC.
TOWNSEND
AUM
$1.1B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at TOWNSEND & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4132844
Firm CRD# 113681
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawn Robert Kelly offer?
Shawn Robert Kelly specializes in Financial Planning, Investment Management. Contact their office in WESTMINSTER, Colorado for a consultation.
What are Shawn Robert Kelly's credentials?
Shawn Robert Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Robert Kelly located?
Shawn Robert Kelly is based in WESTMINSTER, Colorado, working with TOWNSEND & ASSOCIATES, INC.. Their office serves clients in the WESTMINSTER metropolitan area and surrounding communities.
How does Shawn Robert Kelly charge for services?
Shawn Robert Kelly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSEND & ASSOCIATES, INC.?
TOWNSEND & ASSOCIATES, INC. has approximately 29 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTMINSTER
Theresa Lynn Ashton — TOWNSEND & ASSOCIATES, INC.Kirk Jeffrey Holland — ACCESS PARTNERS III, LLCBrian David Wallace — ACCESS MANAGEMENT COMPANY, INC.Iii Vincent Mendicino — ACCESS MANAGEMENT COMPANY, INC.Jeffery Edward Townsend — TOWNSEND & ASSOCIATES, INC.
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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