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TOWLE & CO
CRD 110862 · SEC 801-16622
720 S. COLORADO BLVD, SUITE 730-S, DENVER, CO, 80246, United States
Phone
303-731-2494
Fax
303-647-1318
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$473.7M
Discretionary AUM
$473.7M
Team
9 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-06-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $51.4M |
| Investment companies | 2 | $168.7M |
| Pooled investment vehicles | 3 | $152.6M |
| Pension/profit sharing plans | 1 | $4.4M |
| Charitable organizations | 7 | $73.2M |
| State/municipal entities | 1 | $23.5M |
States served
CA, CO, NY, MO, TX, NH
All web addresses on file
Official SEC filing: View on IAPD