Townsend Group Investments

Townsend Group Investments (CRD# 106076) is a financial advisory firm headquartered in Malibu, CA. They manage $124,273,317 in 110 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $1,129,757
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Townsend Group Investments
Showing 1 - 2 of 2 top financial advisors.
1
Thomas B. Townsend
CRD#: 5192070
22601 Pacific Coast Hwy, Ste 200, Malibu, CA 90265
93
Wealthminder
score

Thomas Townsend (CRD# 5192070) is an Investment Advisor Representative working at Townsend Group Investments in Malibu, CA and has over 9 years of experience in the finance industry.

2
David R. Butterworth
CRD#: 1639259
22601 Pacific Coast Hwy., Suite 200, Malibu, CA 90265
87
Wealthminder
score

David Butterworth (CRD# 1639259) is an Investment Advisor Representative working at Townsend Group Investments in Malibu, CA and has 1 year of experience in the finance industry.

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