TOWNSEND FINANCIAL PLANNING

Tel: 859-498-2020 36 East Main Street Mt. Sterling, Kentucky 40353

About TOWNSEND FINANCIAL PLANNING

TOWNSEND FINANCIAL PLANNING is a Mt. Sterling, Kentucky based financial advisory firm with nearly $130,490,911 in assets under management and provides investment advisory services for 516 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

141571

Firm SEC#:

801-130686

Assets Under Management:

$130,490,911

No. of Clients:

516

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Publication of periodicals and newsletters, Education seminars/workshops

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