TOWNSEND ASSET MANAGEMENT CORP.

3110 Edwards Mill Road
Ste 150
Raleigh, North Carolina 27612
Tel: 919-782-9689

About TOWNSEND ASSET MANAGEMENT CORP.

TOWNSEND ASSET MANAGEMENT CORP, formally registered with the SEC as TOWNSEND ASSET MANAGEMENT CORP. The firm was established in 12/06/1982. They have over 1 offices throughout the country.

TOWNSEND ASSET MANAGEMENT CORP. is a Raleigh, North Carolina based Financial Planning firm with nearly $401,407,968 assets under management, offering retirement planning & investment advisory services to 1137 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108216
SEC#	801-18013
Assets Managed by Firm	$401,407,968
No. of Clients	1137
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1137	$401,407,968
Individuals (other than high net worth individuals)	274	$74,004,607
High net worth individuals	118	$321,263,697
Pension and profit sharing plans	4	$5,202,138
Charitable organizations	10	$492,905
Corporations or other businesses	5	$444,621

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