6867 Mountainbrook Dr
Ste 102
Columbus, Georgia 31904
Tel: 706-221-8200
TOWNSEND WEALTH MANAGEMENT, formally registered with the SEC as TOWNSEND WEALTH MANAGEMENT. The firm was established in 02/04/2021. They have over 1 offices throughout the country.
TOWNSEND WEALTH MANAGEMENT is a Columbus, Georgia based Financial Planning firm with nearly $163,703,095 assets under management, offering retirement planning & investment advisory services to 423 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 126241 |
SEC# | 801-120269 |
Assets Managed by Firm | $163,703,095 |
No. of Clients | 423 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 423 | $163,703,095 |
Individuals (other than high net worth individuals) | 111 | $39,900,215 |
High net worth individuals | 59 | $122,865,520 |
Charitable organizations | Fewer than 5 clients | $263,835 |
Corporations or other businesses | Fewer than 5 clients | $673,525 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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