Townsend is a local investment advisory firm based out of Westminster, CO with two offices. With a team of 29 employees, 13 of whom provide investment advisory services, Townsend serves over 920 individual clients, managing a total of over $991,010,000 in assets. Their compensation structure encompasses various types, including a percentage of assets under management.
On average, each investment advisor at Townsend manages approximately $56,010,000 in assets, which is in line with the industry average. While the majority of the assets managed by Townsend are for high net worth individuals, they also have the capability to manage ...
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Assets Under Mgmt
$991.01M
Investment Professionals
13
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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