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Townsend & Associates, Inc.

● SEC registered since 2006CRD 113681SEC# 801-66559Westminster, CO
Export (members)
Reg. AUM
$1.28B
Employees
28
Accounts
1,491
Location
Westminster, CO

Townsend & Associates, Inc. assets under management

Townsend & Associates, Inc. is an investment advisory firm registered with the SEC based in Westminster, CO. The firm has been registered since 2006. It reports $1.3 billion in regulatory assets under management and employs 28 people.
www.townsendretirement.comView on SEC.gov ↗

Townsend & Associates, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jeffery Edward Townsend ControlCeoOver 75%2019
Shawn Robert Kelly ControlChief Compliance Officer And President5-10%2019

Frequently asked questions

How much does Townsend & Associates, Inc. manage?

Townsend & Associates, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Townsend & Associates, Inc. have?

Townsend & Associates, Inc. reports 28 employees.

Where is Townsend & Associates, Inc. located?

Townsend & Associates, Inc. is based in Westminster, CO and has been SEC-registered since 2006.

Does Townsend & Associates, Inc. disclose fund performance?

Townsend & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2761 W. 120th Ave., Suite 200, Westminster, CO 80234
Phone303-452-5986
Fax303-452-5989
Office hours8:00 A.M To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1729359
Discloses disciplinary historyNo

Assets under management

Discretionary$1.27B
Non-discretionary$2M
Total (RAUM)$1.28B