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Building 2TOWNSEND GROUP INVESTMENTS

Map pinMALIBU, CA
Phone310-456-1645
NotebookSEC #801-13612
Total AUM
$132.4M
Employees
3
Clients
53

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22601 PACIFIC COAST HWY
STE 200
MALIBU
CA 90265
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
310-456-1645

ReceiptFinancials

Total AUM
$132.4M
Accounts
101
Discretionary
$129.2M
Accounts
98
Non-Discretionary
$3.2M
Accounts
3

ContactClients

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Individual Clients
20
AUM
$5.8M
HNW Individual Clients
32
AUM
$124.4M
Charitable Organization Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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