Townsend

Townsend (CRD# 113681) is a financial advisory firm headquartered in Westminster, CO. They manage $554,502,607 in 2,409 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    555
    MILLION
  • Total Number of Accounts
    2,409
    ACCOUNTS
  • Average Account Value
    $230,180
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AR, AZ, CA, CO, FL, KS, MT, NC, NE, NM, NV, OK, SD, TX, UT, WA

Financial Advisors at Townsend
Showing 11 - 13 of 13 top financial advisors.
11
Theresa L. Thomas
CRD#: 1371189
Westminster, CO 80234

Theresa Thomas (CRD# 1371189) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 17 years of experience in the finance industry.

12
Jeffery E. Townsend
CRD#: 1507767
Westminster, CO 80234

Jeffery Townsend (CRD# 1507767) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 22 years of experience in the finance industry.

13
Christine M. White
CRD#: 6429853
Westminster, CO 80234

Christine White (CRD# 6429853) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 5 years of experience in the finance industry. Christine White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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