TOWNSEND

2761 W. 120th Ave., Suite 200
Westminster, Colorado 80234
Tel: 303-452-5986

About TOWNSEND

TOWNSEND, formally registered with the SEC as TOWNSEND. The firm was established in 04/28/2006. They have over 3 offices throughout the country.

TOWNSEND is a Westminster, Colorado based Financial Planning firm with nearly $1,276,115,828 assets under management, offering retirement planning & investment advisory services to 1491 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113681
SEC#	801-66559
Assets Managed by Firm	$1,276,115,828
No. of Clients	1491
No. of Advisors	28

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1491	$1,276,115,828
Individuals (other than high net worth individuals)	1000	$372,382,528
High net worth individuals	476	$903,733,300

More Retirement Planning firms in Westminster, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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