TOWNSEND HOLDINGS LLC

950 Main Avenue
Suite 1600
Cleveland, Ohio 44113
Tel: 216-781-9090

About TOWNSEND HOLDINGS LLC

TOWNSEND HOLDINGS LLC, formally registered with the SEC as TOWNSEND HOLDINGS LLC. The firm was established in 01/10/2012. They have over 4 offices throughout the country.

TOWNSEND HOLDINGS LLC is a Cleveland, Ohio based Financial Planning firm with nearly $22,118,740,671 assets under management, offering retirement planning & investment advisory services to 69 clients. The firm is staffed with 120 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160006
SEC#	801-72968
Assets Managed by Firm	$22,118,740,671
No. of Clients	69
No. of Advisors	120

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	69	$22,118,740,671
Pension and profit sharing plans	23	$9,097,308,789
Charitable organizations	1	$88,253,246

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