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TOWNSQUARE CAPITAL, LLC

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

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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 StatusApproved
Firm CRD#288576
SEC#801-110591
Assets Managed by Firm$8,777,551,735
No. of Clients33539
No. of Advisors17

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 ClientsAUM
Firm Total33539$8,777,551,735
Individuals (other than high net worth individuals)22$4,207,456
High net worth individualsFewer than 5 clients$5,412,482
Other investment advisers76$8,754,422,171
Corporations or other businessesFewer than 5 clients$498,432

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