Townsend

Townsend (CRD# 113681) is a financial advisory firm headquartered in Westminster, CO. They manage $1,116,550,512 in 3,418 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
2761 W. 120th Ave., Suite 200, Westminster, CO 80234
https://www.linkedin.com/company/townsend-retirement-specialists/
By the Numbers
  • Total Assets Under Management
    1,117
    MILLION
  • Total Number of Accounts
    3,418
    ACCOUNTS
  • Average Account Value
    $326,668
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MO, MT, NC, NE, NV, OK, SD, TN, TX, UT, WA, WY

Financial Advisors at Townsend
Showing 11 - 13 of 13 top financial advisors.
11
Theresa Thomas, financial advisor Westminster CO
Theresa L. Thomas
CRD#: 1371189
2761 W. 120th Ave., Suite 200, Westminster, CO 80234

Theresa Thomas (CRD# 1371189) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 22 years of experience in the finance industry.

12
Jeffery Townsend, financial advisor Westminster CO
Jeffery E. Townsend
CRD#: 1507767
2761 W. 120th Ave., Suite 200, Westminster, CO 80234

Jeffery Townsend (CRD# 1507767) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 26 years of experience in the finance industry.

13
Jonathan Amick, financial advisor Westminster CO
Jonathan D. Amick
CRD#: 5362097
2761 W 120th Ave Ste 200, Westminster, CO 80234

Jonathan Amick (CRD# 5362097) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 4 years of experience in the finance industry.

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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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