Overview
Assets Under Management: $132 million
Headquarters: MALIBU, CA
High-Net-Worth Clients: 32
Average Client Assets: $3.9 million
Frequently Asked Questions
TOWNSEND GROUP INVESTMENTS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106076), TOWNSEND GROUP INVESTMENTS is subject to fiduciary duty under federal law.
TOWNSEND GROUP INVESTMENTS is headquartered in MALIBU, CA.
TOWNSEND GROUP INVESTMENTS serves 32 high-net-worth clients according to their SEC filing dated March 07, 2018. View client details ↓
According to their SEC Form ADV, TOWNSEND GROUP INVESTMENTS offers portfolio management for individuals. View all service details ↓
TOWNSEND GROUP INVESTMENTS manages $132 million in client assets according to their SEC filing dated March 07, 2018.
According to their SEC Form ADV, TOWNSEND GROUP INVESTMENTS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.98%
Average Client Assets: $3.9 million
Total Client Accounts: 101
Discretionary Accounts: 98
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 106076
Filing ID: 1182238
Last Filing Date: 2018-03-07 19:25:00