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 that has been SEC-registered since 2006 and is owned by an individual. The firm serves primarily individual and family clients and combines advisory work with insurance brokerage. Its service menu includes financial planning, portfolio management for individuals and small businesses, investor education through seminars and publications, and periodic newsletter-style communications. Billing is a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Townsend does not present itself as an active ESG investor, is not a multistate adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 15
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 23Active vs passive
$461M in ETFs
75%
$346M
4%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $73.3M | 664,440 | 15.89% |
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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