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TOWNSEND FINANCIAL PLANNING
MT. STERLING, KY
859-498-2020
SEC #801-130686Total AUM
$148.3M
Employees
6Clients
161Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
102 SOUTH MAYSVILLE STREET
SUITE 1
MT. STERLING
KY 40353
United States
SUITE 1
MT. STERLING
KY 40353
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
859-498-2020
Other Offices
2
Financials
Total AUM
$148.3M
Accounts
579Discretionary
$148.3M
Accounts
579Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
122AUM
$46.8M
HNW Individual Clients
38AUM
$101.5M
Charitable Organization Clients
1AUM
$53.6K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSET UNDER ANOTHER TRUST COMPANY'S MANAGEMENT
Compliance
Disclosures
None reported
State Registrations
FLKY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.