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TOWNSQUARE CAPITAL, LLC
TOWNSQUARE CAPITAL, LLC
PROVO, Utah
·
12 registered advisors
·
CRD# 288576
SEC# 801-110591
1
385-375-8650
01
Firm Overview
AUM
$8.8B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at TOWNSQUARE CAPITAL, LLC
12 registered advisors
Christopher Gammell Hedquist
PROVO, Utah
CFP
CRD# 2269700
Eric Reese Clarke
PROVO, Utah
CRD# 2917776
Jonathan Russell Baum
PROVO, Utah
CRD# 1155906
Jordan Michael Miller
PROVO, Utah
CRD# 6081272
Kylee Marie Beach
PROVO, Utah
CRD# 6005280
Lori Tope Hardwick
PROVO, Utah
CRD# 2277886
Mark Andrew Audrain
PROVO, Utah
CRD# 7046010
Michael James Folker
PROVO, Utah
CRD# 6222428
Michael Roy Burns
PROVO, Utah
CRD# 4053153
Monica Sue Sonnier
PROVO, Utah
CFA
CRD# 2949961
Natalie Grace Wolfsen
PROVO, Utah
CRD# 3228035
Noreen Darcy Beaman
PROVO, Utah
CRD# 2593910
05
Office Locations
PROVO, Utah
12 advisors
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Data sourced from SEC Form ADV filings. TOWNSQUARE CAPITAL, LLC (CRD# 288576) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.