← Tributary

TOUCHDOWN VENTURES INC.

PHILADELPHIA, PA · CRD 173022 · IAPD ↗ · touchdownvc.com · 856-431-3535

$458.5MRegulatory AUM
65Advisory reps
65Employees
1Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
November 2024 — TOUCHDOWN VENTURES INC. (PHILADELPHIA, PA) left the SEC roster (was $458.5M RAUM, 65 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
43
April 2024 — TOUCHDOWN VENTURES INC. added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2024 — TOUCHDOWN VENTURES INC. grew from 52 to 65 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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