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TOWNSEND & ASSOCIATES, INC.
TOWNSEND & ASSOCIATES, INC.
TOWNSEND
WESTMINSTER, Colorado
·
3 registered advisors
·
CRD# 113681
SEC# 801-66559
2
303-452-5986
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 Planning
Investment Management
04
Advisors at TOWNSEND & ASSOCIATES, INC.
3 registered advisors
Jeffery Edward Townsend
WESTMINSTER, Colorado
CRD# 1507767
Shawn Robert Kelly
WESTMINSTER, Colorado
CRD# 4132844
Theresa Lynn Ashton
WESTMINSTER, Colorado
CRD# 1371189
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
.