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Building 2TOWNSEND WEALTH MANAGEMENT

Map pinCOLUMBUS, GA
Phone706-221-8200
NotebookSEC #801-120269
Total AUM
$194M
Employees
3
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6867 MOUNTAINBROOK DR
STE 102
COLUMBUS
GA 31904
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
706-221-8200

ReceiptFinancials

Total AUM
$194M
Accounts
449
Discretionary
$188.3M
Accounts
443
Non-Discretionary
$5.7M
Accounts
6

ContactClients

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Individual Clients
119
AUM
$47.4M
HNW Individual Clients
60
AUM
$145.5M
Charitable Organization Clients
1
AUM
$287.4K
Corporation or Business Clients
1
AUM
$815.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FOR FIXED FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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