TOWNSEND FINANCIAL

TOWNSEND FINANCIAL is an SEC-registered investment adviser (CRD 291000). Regulatory assets under management: $50.3M.

Registration

• CRD: 291000
• Type: Registered investment adviser
• Phone: (425) 505-5064
• Latest filing: 2026-03-31
• Regulatory AUM: $50.3M
• Discretionary AUM: $50.3M
• Clients: 1
• Accounts: 248

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291000 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search