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TOWNSEND WEALTH MANAGEMENT
6867 Mountainbrook Dr
Ste 102
Columbus, Georgia 31904
Tel: 706-221-8200
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 Status | Approved |
|---|---|
| Firm CRD# | 126241 |
| SEC# | 801-120269 |
| Assets Managed by Firm | $163,703,095 |
| No. of Clients | 423 |
| No. of Advisors | 3 |
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 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 |
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