Townsend & Associates, Inc.
● SEC registered since 2006CRD 113681SEC# 801-66559Westminster, CO
Reg. AUM
$1.52B
Employees
30
Accounts
3,662
Location
Westminster, CO
Townsend & Associates, Inc. assets under management
Townsend & Associates, Inc. is an investment advisory firm registered with the SEC based in Westminster, CO. The firm has been registered since 2006. It reports $1.5 billion in regulatory assets under management and employs 30 people.
Townsend & Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffery Edward Townsend Control | Ceo | Over 75% | 2019 |
| Shawn Robert Kelly Control | Chief Compliance Officer And President | 5-10% | 2019 |
Frequently asked questions
How much does Townsend & Associates, Inc. manage?
Townsend & Associates, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Townsend & Associates, Inc. have?
Townsend & Associates, Inc. reports 30 employees.
Where is Townsend & Associates, Inc. located?
Townsend & Associates, Inc. is based in Westminster, CO and has been SEC-registered since 2006.
Does Townsend & Associates, Inc. disclose fund performance?
Townsend & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2761 W. 120th Ave., Suite 200, Westminster, CO 80234 |
| Phone | 303-452-5986 |
| Fax | 303-452-5989 |
| Office hours | 8:00 A.M To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1729359 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.52B▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.52Bregulatory AUM
Discretionary $1.52BNon-discretionary $2.2M