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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Townsend Personal Financial Planning LLC
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|---|---|
| CRD # | 126241 |
| SEC # | 801-120269 |
| CIK # | |
| AUM | $163.7 M (2025-03-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 706-221-8200 |
| Address | 6867 Mountainbrook Dr Columbus, GA 31904 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 39.9 |
| (b) Individuals (high net worth individuals) | 59 | 122.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 423 | 163.7 |
| By Discretionary | ||
| Discretionary | 418 | 163.0 |
| Non-Discretionary | 5 | 0.7 |
| Total | 423 | 163.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.7 | |
| Total | 423 | 163.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Logic Wealth Management LLC
✚
|
CA | 0.2 |
|
RMR Capital Management LLC
✚
|
CA | 0.2 |
|
The Worley Banks Group LLC
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|
MO | 0.2 |
|
Frank Financial Services
✚
|
CA | 0.2 |
|
Oakmont Investment Advisors Inc
✚
|
PA | 0.2 |
|
Martin Fleisher JD PC
✚
|
0.2 | |
|
Financial Horizons Inc
✚
|
0.2 | |
|
Linder Financial Services Inc
✚
|
GA | 0.2 |
|
Comprehensive Money Management Services LLC
✚
|
0.2 | |
|
ASL Financial LLC
✚
|
CA | 0.2 |