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TOWNSEND WEALTH MANAGEMENT

6867 Mountainbrook Dr
Ste 102
Columbus, Georgia 31904
Tel: 706-221-8200

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About TOWNSEND WEALTH MANAGEMENT

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.

Firm Information

SEC Current StatusApproved
Firm CRD#126241
SEC#801-120269
Assets Managed by Firm$163,703,095
No. of Clients423
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Other (FINANCIAL PLANNING FOR FIXED FEE)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total423$163,703,095
Individuals (other than high net worth individuals)111$39,900,215
High net worth individuals59$122,865,520
Charitable organizationsFewer than 5 clients$263,835
Corporations or other businessesFewer than 5 clients$673,525

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