Towne Investments LLC

Towne Investments LLC (CRD# 125306) is a financial advisory firm headquartered in , . They manage $19,942,428 in 74 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $269,492
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Towne Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Russell Towne, financial advisor Campbell CA
Russell R. Towne
CRD#: 4638195
Campbell, CA

Russell Towne (CRD# 4638195) is an Investment Advisor Representative working at Towne Investments LLC in Campbell, CA and has over 21 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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