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James Michael Tarkenton

TOWNSEND ASSET MANAGEMENT CORP.·RALEIGH, North Carolina
Clean record7 years registeredTOWNSEND ASSET MANAGEMENT CORP.
3110 EDWARDS MILL ROAD, RALEIGH, NC 27612CRD# 5090436Firm CRD# 108216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Michael Tarkenton · RALEIGH, NC
Registration
CRD #5090436 · TOWNSEND ASSET MANAGEMENT CORP. · 7 years registered
Brand Profile
Not yet started
01

Career History

TOWNSEND ASSET MANAGEMENT CORP.
Nov 2018 – present
02

Registrations & Exams

Registration record
First registered · November 27, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TOWNSEND ASSET MANAGEMENT CORP.
CRD 108216 · SEC 801-18013
AUM
$401M
Regulatory assets under management
Employees
8
1,137 client accounts
Services offered by TOWNSEND ASSET MANAGEMENT CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TOWNSEND ASSET MANAGEMENT CORP. →
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05

Frequently Asked Questions

What services does James Michael Tarkenton offer?
James Michael Tarkenton specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are James Michael Tarkenton's credentials?
James Michael Tarkenton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Tarkenton located?
James Michael Tarkenton 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 Michael Tarkenton charge for services?
James Michael Tarkenton'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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Other Advisors at TOWNSEND ASSET MANAGEMENT CORP.

James Patrick Kniffen
RALEIGH, NC
Gerald Alan Townsend
RALEIGH, NC
CFP
Arne W Morris
RALEIGH, NC
Caleb Robert Griffith
RALEIGH, NC

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Research
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