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Townsend & Associates

Townsend & Associates is an investment advisor in Westminster with $856.19M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
841170723
SEC advisor number
801-66559
FINRA CRD number
113681
AUM ?
$856.19M (as of 2 Sep 21)
Accounts
2,796 (as of 2 Sep 21)
Employees
23 (15 investment advisory or research)
Address
Townsend & Associates
2761 W. 120TH AVE. SUITE 200
WESTMINSTER
CO 80234
Office hours
Monday - Friday, 8:00 A.M TO 5:00 P.M.
Phone
3034525986
Owner Title From %Ownership
Townsend, Jeffery, Edward CEO 01/2019 > 75%
Kelly, Shawn, Robert Chief Compliance Officer and President 01/2019 5-10%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 70 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$36.34M 284.56K NEW
$29.94M 83.53K 88.91K -6.0
$5.3M 62.84K 59.03K +6.5
$4.25M 11.89K 11.13K +6.8
$4.07M 44.74K 39.79K +12.4
$3.88M 72.67K 62.59K +16.1
$3.53M 69.29K 79.72K -13.1
$3.51M 33.65K 47.81K -29.6
$3.44M 66.8K 53.38K +25.1
$3.29M 7.53K 8.3K -9.3
$3.13M 21.91K 22.59K -3.0
$3.03M 31.67K 29.53K +7.3
$2.87M 24.4K 42.57K -42.7
$2.87M 51.7K 46.46K +11.3
$2.85M 22.62K 21.51K +5.2
$2.83M 10.35K 8.81K +17.6
$2.75M 13.58K 12.07K +12.5
$2.64M 1.58K 2.12K -25.5
$2.64M 20.63K 19.72K +4.6
$2.62M 8.09K 2.96K +173.2
$2.62M 37.77K 37.64K +0.3
$2.57M 29.69K 24.14K +23.0
$2.5M 6.16K 5.81K +6.1
$2.49M 7.66K 7.73K -0.9
$2.45M 17.58K 13.3K +32.1
$2.45M 22.06K 23.27K -5.2
$2.41M 13.89K 14.6K -4.9
$2.38M 4.16K 3.85K +8.1
$2.38M 10.57K 9.05K +16.7
$2.36M 21.59K 20.57K +4.9
$2.3M 23.64K 23.61K +0.1
$2.29M 151.8K 253.18K -40.0
$2.26M 53.88K 38.26K +40.8
$2.15M 9.99K 9K +11.0
$1.89M 17.07K 12.89K +32.4
$1.86M 8.47K 10.57K -19.9
$1.79M 15.66K 19.06K -17.8
$1.78M 22.32K 15.98K +39.7
$1.72M 20.22K 12.21K +65.6
$1.71M 26.2K 21.3K +23.0
$1.71M 10.24K 10.22K +0.2
$1.7M 22.81K 22.13K +3.1
$1.66M 15.5K 14.11K +9.8
$1.66M 10.85K 10.92K -0.7
$1.66M 35.5K 45.51K -22.0
$1.65M 22.17K 63.05K -64.8
$1.57M 14.25K 22.72K -37.3
$1.55M 37.98K 29.19K +30.1
$1.53M 45.48K 37.74K +20.5
$1.52M 7.47K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

3 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings