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Townsend Asset Management Corp.
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Overview Share
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Raleigh, North Carolina
$262.6 million AUM
1 office

Townsend Asset Management Corp. is based in Raleigh, North Carolina and has $262.6 million in assets under management.

Location
5120 Bur Oak Circle
Raleigh, NC 27612
$262.6 million
AUM
8
Employees
AUM Share
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$262,577,538
Assets under management
755 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 189 $52,729,434 20% $278,992
High net worth individuals 83 $207,135,165 79% $2,495,604
Pension and profit sharing plans Fewer than 5 clients $2,701,023
Other corporations or businesses Fewer than 5 clients $11,916
Employees Share
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8
Employees
5
Investment analysts
62% of total employees
AUM per employee Share
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$262,577,538
Assets under management
$32,822,192
AUM per employee
$52,515,508
AUM per investment analyst
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Compensation

Townsend Asset Management Corp. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Townsend Asset Management Corp. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Firm data Share
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CRD number 108,216
SEC number 801-18013
Legal structure Corporation
Legal governance North Carolina, United States
Latest ADV filing date March 19, 2020

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