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TOWNSEND HOLDINGS LLC

Tel: 216-781-9090
950 Main Avenue
Suite 1600
Cleveland, Ohio  44113

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TOWNSEND HOLDINGS LLC

TOWNSEND HOLDINGS LLC is a Cleveland, Ohio based financial advisory firm with nearly $22,118,740,671 in assets under management and provides investment advisory services for 69 clients. There are currently 120 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED

Firm CRD#:

160006

SEC#:

801-72968

No. of Clients:

69

Assets under Management

$22,118,740,671

No. of Advisors:

120

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