Unclaimed Profile

Theresa Lynn Ashton

TOWNSEND & ASSOCIATES, INC.·WESTMINSTER, Colorado

Clean recordTOWNSEND & ASSOCIATES, INC.

2761 W. 120TH AVE., SUITE 200, WESTMINSTER, CO 80234CRD# 1371189Firm CRD# 113681

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Theresa Lynn Ashton · WESTMINSTER, CO

Registration

CRD #1371189 · TOWNSEND & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Theresa Lynn Ashton 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TOWNSEND & ASSOCIATES, INC.

TOWNSEND

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TOWNSEND & ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1371189

Firm CRD# 113681

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Theresa Lynn Ashton offer?

Theresa Lynn Ashton specializes in Financial Planning, Investment Management. Contact their office in WESTMINSTER, Colorado for a consultation.

What are Theresa Lynn Ashton's credentials?

Theresa Lynn Ashton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theresa Lynn Ashton located?

Theresa Lynn Ashton is based in WESTMINSTER, Colorado, working with TOWNSEND & ASSOCIATES, INC.. Their office serves clients in the WESTMINSTER metropolitan area and surrounding communities.

How does Theresa Lynn Ashton charge for services?

Theresa Lynn Ashton'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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