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Townsend Asset Management

EST. AUM
$479,589,639

CONTACTS
5

CLIENT ACCOUNTS
1,130

Firm Details

Metro area Raleigh
CRD Number 108216
Website assetmgr.com
Client types

Overview

Townsend Asset Management is a comprehensive wealth management firm committed to guiding and advising its clients toward the accomplishment of their family, financial, and life goals. The firm designs and implements strategies to create, grow, and conserve wealth, while delivering an unprecedented level of personalized service and expertise. The firm is passionate about helping its clients reach their objectives by providing them with unique plans of action in the areas of investments, taxes, insurance, business, retirement, and estate planning. Townsend Asset Management believes everyone bears the responsibility of stewardship of the assets and income entrusted to them. As Registered Investment Advisors, they seek to guide and educate clients in making financial and life decisions appropriate for them and their families.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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