Active
TOWNSEND FINANCIAL PLANNING
Investment Advice|MT. STERLING, KY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$130.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 130.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 141571 |
| SEC Number | 801-130686 |
| Street Address | 36 EAST MAIN STREET |
| Location | MT. STERLING, KY 40353 |
| Country | United States |
| Phone | 859-498-2020 |
| Fax | 859-274-4122 |
| Total Employees | 5 |
Client Count by Type (154 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 117 |
| High Net Worth Individual… | 37 |
County data not available for this organization.