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| Townsend & Associates Inc
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|---|---|
| CRD # | 113681 |
| SEC # | 801-66559 |
| CIK # | 0001729359 |
| AUM | 1,520.1 M (2026-06-25) |
| Employees | 30 (37% Investors, 57% Brokers) |
| Phone | 303-452-5986 |
| Address | 2761 W 120th Ave, Suite 200 Westminster, CO 80234 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BHP Billiton Ltd | 49.8 | ||
| SPDR Gold Trust | 46.1 | ||
| Nutrien Ltd | 44.2 | ||
| MYR Group Inc | 36.1 | ||
| American International Group Inc | 31.7 | ||
| Genco Shipping & Trading Ltd | 30.1 | ||
| Total Sa | 28.5 | ||
| Generac Holdings Inc | 25.6 | ||
| United Technologies Corp /DE/ | 24.9 | ||
| Diamondback Energy Inc | 24.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,003 | 433.1 |
| (b) Individuals (high net worth individuals) | 511 | 1,087.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,662 | 1,520.1 |
| By Discretionary | ||
| Discretionary | 3,647 | 1,517.9 |
| Non-Discretionary | 15 | 2.2 |
| Total | 3,662 | 1,520.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,520.1 | |
| Total | 3,662 | 1,520.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729359] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 185 |
| Serves | Retail, Research |
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1,086.9 M |