Townsend Holdings LLC

Townsend Holdings LLC (CRD# 160006) is a financial advisory firm headquartered in Cleveland, OH. They manage $13,055,467,192 in 60 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,055
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $217,591,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, CT, DE, NY, OH, TX

Financial Advisors at Townsend Holdings LLC
No Advisor Found.
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