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Building 2TOWNSEND ASSET MANAGEMENT CORP.

Map pinRALEIGH, NC
Phone919-782-9689
NotebookSEC #801-18013
Total AUM
$479.6M
Employees
7
Clients
404

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3110 EDWARDS MILL ROAD
STE 150
RALEIGH
NC 27612
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
919-782-9689

ReceiptFinancials

Total AUM
$479.6M
Accounts
1,130
Discretionary
$465.2M
Accounts
1,042
Non-Discretionary
$14.4M
Accounts
88

ContactClients

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Individual Clients
264
AUM
$84.6M
HNW Individual Clients
118
AUM
$389.4M
Pension/Profit Sharing Plan Clients
4
AUM
$3.9M
Charitable Organization Clients
12
AUM
$544.5K
Corporation or Business Clients
6
AUM
$1.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANCSCTXVA

HandshakeAffiliates

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

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