TOWNSEND HOLDINGS LLC - Financial Advisor in Ohio, Cleveland

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

About 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

Firm CRD#:

160006

Firm SEC#:

801-72968

Assets Under Management:

$22,118,740,671

No. of Clients:

No. of Advisors:

120

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.)

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