Townsend
Firm details
- Headquarters
- Westminster, Colorado
- CRD number
- 113681
- Registered since
- April 28, 2006
- Website
- townsendretirement.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.51%
- Individuals28.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Townsend is an independent registered investment adviser organized as a corporation and operating since 2006. The firm focuses on serving individuals and families and combines portfolio management with financial planning, educational seminars, periodic publications and insurance brokerage. Its fees include a percentage of assets under management plus hourly and fixed-fee arrangements. Townsend is structured for discretionary management (the firm reports nearly all AUM as discretionary) and does not identify as an active ESG investor or a multi-state adviser in its filings. Ownership is listed as individual, and the firm does not serve as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents10%
- Other10%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2
Jeffery Townsend
CEO and Financial AdvisorCRD 1507767
John Goltermann
Senior Vice President and Chief Investment OfficerCRD 2145136
Contacts
3 of 14
Drew Hayworth
Sales AssistantCRD 2548819
Steven Carlisle
Financial AdvisorCRD 6403757
Kaitlin Bell
Client Services SpecialistCRD 5858673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$467M in ETFs
76%
$353M
4%
$114M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $71.3M | 645,959 | 15.26% |
Location
Westminster, CO
Adams
Location
Westminster, CO
Headquartered in Westminster, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Adams
- Address
- 2761 W 120th Ave
- Time zone
- MT (UTC-7)
- Office locations
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