Overview
Assets Under Management: $164 million
Headquarters: COLUMBUS, GA
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 423
Discretionary Accounts: 418
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 126241
Last Filing Date: 2025-03-03 00:00:00
Website: https://townsendwm.com