TOWNSEND HOLDINGS LLC

CLEVELAND, Ohio·9 registered advisors·CRD# 160006
SEC# 801-729683216-781-9090
01

Firm Overview

AUM
$22.1B
Regulatory assets under management
Employees
120
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.
03

Specialties

Retirement PlanningWealth Management
04

Advisors at TOWNSEND HOLDINGS LLC

9 registered advisors
Aimee Brooke May
CLEVELAND, Ohio
Anthony Demetrio Frammartino
CLEVELAND, Ohio
Brian Michael White
CLEVELAND, Ohio
John Thomas Ahern
CLEVELAND, Ohio
Joseph Patrick Olszak
CLEVELAND, Ohio
Martin Joseph Rosenberg
CLEVELAND, Ohio
Rob Michael Kochis
CLEVELAND, Ohio
Ronald Lee Weihrauch
CLEVELAND, Ohio
Terrance Richard Ahern
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
9 advisors

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Data sourced from SEC Form ADV filings. TOWNSEND HOLDINGS LLC (CRD# 160006) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.