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TOWNSEND HOLDINGS LLC
CRD 160006 · SEC 801-72968
950 MAIN AVENUE, SUITE 1600, CLEVELAND, OH, 44113, United States
Phone
216-781-9090
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$19.64B
Discretionary AUM
$15.74B
Team
110 total employees; 73 advisory reps; 30 broker-dealer reps
Clients
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Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 16 | $3.27B |
| Pension/profit sharing plans | 45 | $14.15B |
| State/municipal entities | 5 | $2.02B |
| Other investment advisers | 1 | $202.7M |
All web addresses on file
Official SEC filing: View on IAPD