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James Patrick Kniffen

TOWNSEND ASSET MANAGEMENT CORP.·RALEIGH, North Carolina
Unclaimed Profile
5120 BUR OAK CIRCLE, RALEIGH, NC 27612CRD# 1566240Firm CRD# 108216
01

About

James Patrick Kniffen is a registered financial advisor based in RALEIGH, North Carolina, affiliated with TOWNSEND ASSET MANAGEMENT CORP.. 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 ASSET MANAGEMENT CORP.
TOWNSEND ASSET MANAGEMENT CORP.
AUM
$401M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TOWNSEND ASSET MANAGEMENT CORP. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1566240
Firm CRD# 108216
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Patrick Kniffen offer?
James Patrick Kniffen specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are James Patrick Kniffen's credentials?
James Patrick Kniffen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Kniffen located?
James Patrick Kniffen is based in RALEIGH, North Carolina, working with TOWNSEND ASSET MANAGEMENT CORP.. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does James Patrick Kniffen charge for services?
James Patrick Kniffen'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 ASSET MANAGEMENT CORP.?
TOWNSEND ASSET MANAGEMENT CORP. has approximately 8 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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