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Townsend Personal Financial Planning, LLC

● SEC registered since 2021CRD 126241SEC# 801-120269Columbus, GA
Export (members)
Reg. AUM
$163.7M
Employees
3
Accounts
423
Location
Columbus, GA

Townsend Personal Financial Planning, LLC assets under management

Townsend Personal Financial Planning, LLC is an investment advisory firm registered with the SEC based in Columbus, GA. The firm has been registered since 2021. It reports $163.7 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/1145786View on SEC.gov ↗

Townsend Personal Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Tyler Ashley Townsend ControlChief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Townsend Personal Financial Planning, LLC manage?

Townsend Personal Financial Planning, LLC reports $163.7 million in regulatory assets under management on its Form ADV.

How many employees does Townsend Personal Financial Planning, LLC have?

Townsend Personal Financial Planning, LLC reports 3 employees.

Where is Townsend Personal Financial Planning, LLC located?

Townsend Personal Financial Planning, LLC is based in Columbus, GA and has been SEC-registered since 2021.

Does Townsend Personal Financial Planning, LLC disclose fund performance?

Townsend Personal Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6867 Mountainbrook Dr, Ste 102, Columbus, GA 31904
Phone706-221-8200
Office hours8 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163M
Non-discretionary$743K
Total (RAUM)$163.7M