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TOWLE & CO
50 S. Steele Street
Suite 1000
Denver, Colorado 80209
Tel: 303-731-2494
About TOWLE & CO
TOWLE & CO, formally registered with the SEC as TOWLE & CO. The firm was established in 12/10/1981. They have over 4 offices throughout the country.
TOWLE & CO is a Denver, Colorado based Financial Planning firm with nearly $879,341,384 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110862 |
| SEC# | 801-16622 |
| Assets Managed by Firm | $879,341,384 |
| No. of Clients | 82 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 82 | $879,341,384 |
| Individuals (other than high net worth individuals) | 1 | $520,368 |
| High net worth individuals | 62 | $308,281,754 |
| Pension and profit sharing plans | 1 | $4,621,768 |
| Charitable organizations | 11 | $119,201,739 |
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