Overview
Assets Under Management: $1.3 billion
Headquarters: WESTMINSTER, CO
High-Net-Worth Clients: 11
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.18
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 1,491
Discretionary Accounts: 1,476
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 113681
Filing ID: 2011291
Last Filing Date: 2025-08-22 12:17:00
Website: https://townsendretirement.com