← Back to searchVisit website
TOWNSEND
TOWNSEND & ASSOCIATES, INC.
CRD 113681 · SEC 801-66559
2761 W. 120TH AVE., SUITE 200, WESTMINSTER, CO, 80234, United States
Phone
303-452-5986
Fax
303-452-5989
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.52B
Discretionary AUM
$1.52B
Team
30 total employees; 11 advisory reps; 185 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1003 | $433.1M |
| High net worth individuals | 511 | $1.09B |
States served
AZ, AR, CA, CO, IL, IN, KS, MI, MS, MT, NE, NV, NM, NY, NC, OH, OK, OR, TN, UT, WY, MO, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD