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TOWNSEND

WESTMINSTER, CO · CRD 113681 · IAPD ↗ · townsendretirement.com · 303-452-5986

$1.52BRegulatory AUM
11Advisory reps
30Employees
185Clients
More than 500Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2026 — TOWNSEND notice-filed in KS, MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
January 2025 — TOWNSEND notice-filed in AR, IL, IN, MI, NM, NY, OH, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — TOWNSEND added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — TOWNSEND crossed $1B in regulatory AUM ($991.0M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.