Towle & Co

Towle & Co (CRD# 110862) is a financial advisory firm headquartered in Denver, CO. They manage $879,341,384 in 82 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
50 S. Steele Street, Suite 1000, Denver, CO 80209
http://www.towlefunds.com
By the Numbers
  • Total Assets Under Management
    879
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $10,723,675
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, KS, MO, NH, NV, NY, TX

Financial Advisors at Towle & Co
Showing 1 - 5 of 5 top financial advisors.
1
Peter Lewis, financial advisor Chesterfield MO
Peter J. Lewis
CRD#: 2139294
Chesterfield, MO

Peter Lewis (CRD# 2139294) is an Investment Advisor Representative working at Towle & Co in Chesterfield, MO and has over 30 years of experience in the finance industry.

2
James Shields, financial advisor Denver CO
James M. Shields
CRD#: 6486927
50 S. Steele Street, Suite 1000, Denver, CO 80209

James Shields (CRD# 6486927) is an Investment Advisor Representative working at Towle & Co in Denver, CO and has 1 year of experience in the finance industry.

3
Wesley Tibbetts, financial advisor Denver CO
Wesley R. Tibbetts
CRD#: 5409920
50 S. Steele Street, Suite 1000, Denver, CO 80209

Wesley Tibbetts (CRD# 5409920) is an Investment Advisor Representative working at Towle & Co in Denver, CO and has over 12 years of experience in the finance industry.

4
Christopher Towle, financial advisor Denver CO
Christopher D. Towle
CRD#: 2654067
50 S. Steele Street, Suite 1000, Denver, CO 80209

Christopher Towle (CRD# 2654067) is an Investment Advisor Representative working at Towle & Co in Denver, CO and has over 28 years of experience in the finance industry.

5
Gabriel Barthelmess, financial advisor Denver CO
Gabriel L. Barthelmess
CRD#: 7171562
50 S. Steele Street, Suite 1000, Denver, CO 80209

Gabriel Barthelmess (CRD# 7171562) is an Investment Advisor Representative working at Towle & Co in Denver, CO and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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