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TOWNSEND ASSET MANAGEMENT CORP.
TOWNSEND ASSET MANAGEMENT CORP.
RALEIGH, North Carolina
·
7 registered advisors
·
CRD# 108216
SEC# 801-18013
0
919-782-9689
01
Firm Overview
AUM
$401M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at TOWNSEND ASSET MANAGEMENT CORP.
7 registered advisors
Arne W Morris
RALEIGH, North Carolina
CRD# 3151988
Caleb Robert Griffith
RALEIGH, North Carolina
CRD# 5969073
Gerald Alan Townsend
RALEIGH, North Carolina
CRD# 1066014
James Michael Tarkenton
RALEIGH, North Carolina
CRD# 5090436
James Patrick Kniffen
RALEIGH, North Carolina
CRD# 1566240
Katrina Lee Townsend
RALEIGH, North Carolina
CRD# 2063425
Michael Lawrence Solomon
RALEIGH, North Carolina
CRD# 6618341
05
Office Locations
RALEIGH, North Carolina
7 advisors
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Data sourced from SEC Form ADV filings. TOWNSEND ASSET MANAGEMENT CORP. (CRD# 108216) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.