TOWNSQUARE CAPITAL, LLC

5314 River Run Drive
Suite 210
Provo, Utah 84604
Tel: 385-375-8650

About TOWNSQUARE CAPITAL, LLC

TOWNSQUARE CAPITAL, LLC, formally registered with the SEC as TOWNSQUARE CAPITAL, LLC. The firm was established in 06/09/2017. They have over 2 offices throughout the country.

TOWNSQUARE CAPITAL, LLC is a Provo, Utah based Financial Planning firm with nearly $8,777,551,735 assets under management, offering retirement planning & investment advisory services to 33539 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288576
SEC#	801-110591
Assets Managed by Firm	$8,777,551,735
No. of Clients	33539
No. of Advisors	17

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (SUB-ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	33539	$8,777,551,735
Individuals (other than high net worth individuals)	22	$4,207,456
High net worth individuals	Fewer than 5 clients	$5,412,482
Other investment advisers	76	$8,754,422,171
Corporations or other businesses	Fewer than 5 clients	$498,432

More Retirement Planning firms in Provo, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24
GRANDEUR PEAK GLOBAL ADVISORS 136 S Main St, Ste 720 Salt Lake City, UT, 84101	$6,316,870,974	18	53

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