MP TOWNSEND FINANCIAL

RIASEC Registered

Total AUM

$5.4M

Discretionary

$5.4M

100% of AUM

Avg account

$117K

Accounts

Employees

Advisory reps

Firm details

Headquarters: PORTLAND, Oregon
CRD number: 165292
Website: mptownsend.com
Custodians: ALTRUIST FINANCIAL LLC, GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals53.55%
HNWI46.45%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MP Townsend Financial is an independent, individual-owned registered investment adviser that serves primarily individuals and families. The firm acts as a capital allocator and provides fee-based financial planning and portfolio management for individuals and small businesses, using a mix of percentage-of-AUM and fixed-fee billing. Core advisory services include selecting third‑party advisers on clients’ behalf and running educational seminars or workshops. MP Townsend Financial reports relationships with outside professional service providers, including accountants, an insurance company, and a real estate broker. The firm does not identify as an active ESG investor and is not a multi-state adviser.