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Aimee Brooke May

TOWNSEND HOLDINGS LLC·CLEVELAND, Ohio
Clean recordTOWNSEND HOLDINGS LLC
950 MAIN AVENUE, CLEVELAND, OH 44113CRD# 7214282Firm CRD# 160006

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aimee Brooke May · CLEVELAND, OH
Registration
CRD #7214282 · TOWNSEND HOLDINGS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Aimee Brooke May is a registered financial advisor based in CLEVELAND, Ohio, affiliated with TOWNSEND HOLDINGS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TOWNSEND HOLDINGS LLC
TOWNSEND HOLDINGS LLC
AUM
$22.1B
Regulatory assets under management
Employees
120
Total firm employees
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.
Regulatory
SEC/IARD CRD# 7214282
Firm CRD# 160006
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aimee Brooke May offer?
Aimee Brooke May specializes in Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Aimee Brooke May's credentials?
Aimee Brooke May is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aimee Brooke May located?
Aimee Brooke May is based in CLEVELAND, Ohio, working with TOWNSEND HOLDINGS LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Aimee Brooke May charge for services?
Aimee Brooke May's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: retainer with incremental charges based on services requested.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSEND HOLDINGS LLC?
TOWNSEND HOLDINGS LLC has approximately 120 employees and manages $22.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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