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Townsend Asset Management Corp.

● SEC registered since 1982CRD 108216SEC# 801-18013Raleigh, NC
Export (members)
Reg. AUM
$445.6M
Employees
8
Accounts
1,179
Location
Raleigh, NC

Townsend Asset Management Corp. assets under management

Townsend Asset Management Corp. is an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 1982. It reports $445.6 million in regulatory assets under management and employs 8 people.
www.northcarolinawealthmanagers.comView on SEC.gov ↗

Townsend Asset Management Corp. owners & executives

5 reported
NameTitleOwnershipSince
Arne W Morris ControlSecretary25-50%2020
Caleb Robert Griffith ControlChief Compliance OfficerUnder 5%2019
Gerald Alan Townsend ControlCeo5-10%1982
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Frequently asked questions

How much does Townsend Asset Management Corp. manage?

Townsend Asset Management Corp. reports $445.6 million in regulatory assets under management on its Form ADV.

How many employees does Townsend Asset Management Corp. have?

Townsend Asset Management Corp. reports 8 employees.

Where is Townsend Asset Management Corp. located?

Townsend Asset Management Corp. is based in Raleigh, NC and has been SEC-registered since 1982.

Does Townsend Asset Management Corp. disclose fund performance?

Townsend Asset Management Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3110 Edwards Mill Road, Ste 150, Raleigh, NC 27612
Phone919-782-9689
Fax919-783-0226
Office hours8:30 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$428.3M
Non-discretionary$17.3M
Total (RAUM)$445.6M