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TOWNSEND HOLDINGS LLC

CLEVELAND, OH · CRD 160006 · IAPD ↗ · townsend.com · 216-781-9090

$19.64BRegulatory AUM
73Advisory reps
110Employees
30Clients
n/aPlanning clients
37Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
December 2025 — TOWNSEND HOLDINGS LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2025 — TOWNSEND HOLDINGS LLC shrank from 81 to 70 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
March 2024 — TOWNSEND HOLDINGS LLC's Item 11 disclosure-reporting entries rose by 4 (0 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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