Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
561347349
SEC advisor number
801-18013
FINRA CRD number
108216
AUM ?
$401.41 mm
(as of 15 Mar 24)
Accounts
1,137
(as of 15 Mar 24)
Employees
8
(5 investment advisory or research)
Address
Townsend Asset Management
5120 BUR OAK CIRCLE
RALEIGH
NC 27612
5120 BUR OAK CIRCLE
RALEIGH
NC 27612
Phone
9197829689
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22