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TOWNSEND ASSET MANAGEMENT CORP.
CRD 108216 · SEC 801-18013
3110 EDWARDS MILL ROAD, STE 150, RALEIGH, NC, 27612, United States
Phone
919-782-9689
Fax
919-783-0226
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$479.6M
Discretionary AUM
$465.2M
Team
7 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 264 | $84.6M |
| High net worth individuals | 118 | $389.4M |
| Pension/profit sharing plans | 4 | $3.9M |
| Charitable organizations | 12 | $545K |
| Corporations/business entities | 6 | $1.2M |
States served
LA, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD