TOWNSEND WEALTH MANAGEMENT
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC Legal Name
Adviser information for TOWNSEND WEALTH MANAGEMENT last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 422 | $152.4M |
| Non-Discretionary | 3 | $89,263 |
| Total | 425 | $152.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 110 | $35.2M |
| HNW Individuals | 59 | $116.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $253,470 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $641,807 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFINANCIAL PLANNING FOR FIXED FEE |
Identifiers
| SEC RIA File Number | 801-120269 |
|---|---|
| SEC ERA File Number | 801-120269 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 126241 |
| Legal Entity Identifier | None |
Principal Office
6867 MOUNTAINBROOK DRSTE 102
COLUMBUS
GA
United States
Monday - Friday, 8 AM - 5 PM
Tel: 706-221-8200, Fax: 706-221-8600
Chief Compliance Officer
TYLER A TOWNSEND
MANAGING PARTNER
6867 MOUNTAINBROOK DR
STE 102
COLUMBUS
GA
United States
Tel:
706-221-8200
Fax:
706-221-8600
T****@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TOWNSEND, TYLER, ASHLEY | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2008 | > 75% |