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Townsend Investment Management

Townsend Investment Management is a RIA with $9M in AUM.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$9.1M
Total Assets
73
Accounts
$125.2K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Cynthia Irene Tulloch General Partner 06/01/1985
Janet Lee Juskewitz General Partner 06/01/1985

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:

Phone Number: 781-551-0903
Other Offices Address City State Zip
P. O. Box 798 Westwood MA 02090
Norwood MA

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees