TOWNSEND & ASSOCIATES, INC.

TOWNSEND
WESTMINSTER, Colorado·3 registered advisors·CRD# 113681
SEC# 801-665592303-452-5986
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TOWNSEND & ASSOCIATES, INC.

3 registered advisors
Jeffery Edward Townsend
WESTMINSTER, Colorado
Shawn Robert Kelly
WESTMINSTER, Colorado
Theresa Lynn Ashton
WESTMINSTER, Colorado
05

Office Locations

WESTMINSTER, Colorado
3 advisors

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Data sourced from SEC Form ADV filings. TOWNSEND & ASSOCIATES, INC. (CRD# 113681) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.