Townsend & Associates is an investment advisor in Westminster with $1.01 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
841170723
SEC advisor number
801-66559
FINRA CRD number
113681
AUM ?
$1.01 bn
(as of 9 Sep 22)
Accounts
3,021
(as of 9 Sep 22)
Employees
22
(14 investment advisory or research)
Address
Townsend & Associates
2761 W. 120TH AVE. SUITE 200
WESTMINSTER
CO 80234
2761 W. 120TH AVE. SUITE 200
WESTMINSTER
CO 80234
Office hours
Monday - Friday, 8:00 A.M TO 5:00 P.M.
Phone
3034525986
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Townsend, Jeffery, Edward | CEO | 01/2019 | > 75% |
| Kelly, Shawn, Robert | Chief Compliance Officer and President | 01/2019 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21
13F-HR
Quarterly holdings report by institutional manager
21 Jul 21
13F-HR
Quarterly holdings report by institutional manager
15 Apr 21
13F-HR
Quarterly holdings report by institutional manager
19 Jan 21
13F-HR
Quarterly holdings report by institutional manager
13 Oct 20
13F-HR
Quarterly holdings report by institutional manager
13 Jul 20