|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Townsend & Associates Inc
✚
|
|
|---|---|
| CRD # | 113681 |
| SEC # | 801-66559 |
| CIK # | 0001729359 |
| AUM | $1.3 B (2025-03-02) |
| Employees | 28 (39% Investors, 57% Brokers) |
| Phone | 303-452-5986 |
| Address | 2761 W 120th Ave, Suite 200 Westminster, CO 80234 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729359 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nutrien Ltd | 35.3 | ||
| BHP Billiton Ltd | 31.9 | ||
| SPDR Gold Trust | 31.4 | ||
| American International Group Inc | 30.6 | ||
| MYR Group Inc | 22.6 | ||
| United Technologies Corp /DE/ | 21.0 | ||
| Genco Shipping & Trading Ltd | 20.1 | ||
| Walt Disney Co | 18.9 | ||
| Generac Holdings Inc | 18.7 | ||
| Total Sa | 18.5 | ||
| Snap-On Inc | 16.9 | ||
| CME Group Inc | 16.8 | ||
| Waste Management Inc | 16.0 | ||
| Mohawk Industries Inc | 15.7 | ||
| Aercap Holdings NV | 15.6 | ||
| Diageo PLC | 15.3 | ||
| Edwards Lifesciences Corp | 14.7 | ||
| Priceline Com Inc | 14.5 | ||
| Grainger W W Inc | 14.4 | ||
| McKesson Corp | 14.2 | ||
| Wal Mart Stores Inc | 14.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,000 | 372.4 |
| (b) Individuals (high net worth individuals) | 476 | 903.7 |
| (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 | 1,491 | 1,276.1 |
| By Discretionary | ||
| Discretionary | 1,476 | 1,274.1 |
| Non-Discretionary | 15 | 2.0 |
| Total | 1,491 | 1,276.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,276.1 | |
| Total | 1,491 | 1,276.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729359] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SOFI Wealth LLC
✚
|
CA | 1.5 |
|
Forte Capital LLC
✚
|
NY | 1.5 |
|
Armstrong Advisory Group Inc
✚
|
MA | 1.4 |
|
Ullman John & Associates Inc
✚
|
NY | 1.4 |
|
Salomon and Ludwin LLC
✚
|
VA | 1.2 |
|
Virtue Capital Management LLC
✚
|
TN | 1.2 |
|
One Wealth MAP LLC
✚
|
NV | 1.1 |
|
Financial Planning and Information Services Inc
✚
|
WI | 1.1 |
|
Beacon Capital Management LLC
✚
|
TN | 1.1 |
|
McIlrath & Eck LLC
✚
|
WA | 1.1 |