Be advised. This firm is no longer registered.

Townsend Group Investments

Townsend Group Investments (CRD# 106076) is a financial advisory firm headquartered in Malibu, CA. They manage $113,800,562 in 110 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $1,034,551
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Townsend Group Investments
No Advisor Found.
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