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| Happy Holidays!! thanks for using AUM13F!! |
| Townsend Asset Management Corp
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| CRD # | 108216 |
| SEC # | 801-18013 |
| CIK # | |
| AUM | $445.6 M (2025-03-11) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 919-782-9689 |
| Address | 3110 Edwards Mill Road Raleigh, NC 27612 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 297 | 72.9 |
| (b) Individuals (high net worth individuals) | 125 | 367.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 3.2 |
| (h) Charitable organizations | 11 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,179 | 445.6 |
| By Discretionary | ||
| Discretionary | 1,070 | 428.3 |
| Non-Discretionary | 109 | 17.3 |
| Total | 1,179 | 445.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.6 | |
| Total | 1,179 | 445.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Grant/Grossmendelsohn LLC
✚
|
MD | 0.4 |
|
Sierra Ocean LLC
✚
|
CA | 0.4 |
|
44 Wealth Management LLC
✚
|
OR | 0.4 |
|
Total Management Group Inc
✚
|
NY | 0.4 |
|
Keystone Global Partners LLC
✚
|
CO | 0.4 |
|
Ascent Capital Management LLC
✚
|
OR | 0.4 |
|
Heward Investment Management Inc
✚
|
0.4 | |
|
Schmidt Financial Management Inc
✚
|
WA | 0.4 |
|
Shorehaven Wealth Partners LLC
✚
|
NJ | 0.4 |
|
Bluesphere Advisors LLC
✚
|
PA | 0.4 |