5314 River Run Drive
Suite 210
Provo, Utah 84604
Tel: 385-375-8650
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$47,001,314,000 | 132 | 2300 | |
$26,663,066,907 | 237 | 90 | |
$6,821,969,061 | 3884 | 72 | |
$6,672,033,386 | 1963 | 24 | |
$6,316,870,974 | 18 | 53 |
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