|
⚲
|
| Townsend Asset Management Corp
✚
| |
|---|---|
| CRD # | 108216 |
| SEC # | 801-18013 |
| CIK # | |
| AUM | $401.4 MM (2024-03-15) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 919-782-9689 |
| Address | 3110 Edwards Mill Road Raleigh, NC 27612 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 74.0 |
| (b) Individuals (high net worth individuals) | 118 | 321.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.2 |
| (h) Charitable organizations | 10 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,137 | 401.4 |
| By Discretionary | ||
| Discretionary | 1,025 | 359.0 |
| Non-Discretionary | 112 | 42.4 |
| Total | 1,137 | 401.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.4 | |
| Total | 1,137 | 401.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Benedict Financial Advisors Inc
✚
|
GA | 0.4 |
|
Cardinal Strategic Wealth Guidance LLC
✚
|
KY | 0.4 |
|
Financial & Tax Architects LLC
✚
|
MO | 0.4 |
|
F&V Capital Management LLC
✚
|
FL | 0.4 |
|
The GenWealth Group Inc
✚
|
NJ | 0.4 |
|
Shilanski & Associates Inc
✚
|
AK | 0.4 |
|
Tolsma Investments LLC
✚
|
WA | 0.4 |
|
Shoker Investment Counsel Inc
✚
|
OH | 0.4 |
|
Beck Capital Management LLC
✚
|
TX | 0.4 |
|
Asset Advisory Group Inc
✚
|
NJ | 0.4 |