TOWNSEND GROUP INVESTMENTS
CRD #106076 SEC #801-13612 MALIBU, CA 310-456-1645
SEC Registered
Total AUM
$132.4M
Discretionary
$129.2M
Employees
3
Clients
--
Accounts
101
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $132.4M | $129.2M | $3.2M | 3 | 0 |
| Mar 2017 | $113.8M | $110.9M | $2.9M | 3 | 26 |
| Mar 2016 | $124.3M | $120.4M | $3.8M | 3 | 26 |
| Mar 2015 | $132.1M | $128.2M | $3.8M | 3 | 26 |
| Mar 2014 | $128.9M | $125.6M | $3.3M | 3 | 26 |
| Dec 2013 | $98M | $96M | $2M | 3 | 26 |
| Mar 2013 | $98M | $96M | $2M | 3 | 26 |
| Mar 2012 | $92.1M | $90.5M | $1.7M | 1 | 26 |
| Jun 2010 | $54.7M | $54.7M | $0 | 5 | -- |
| Apr 2010 | $54.7M | $54.7M | $0 | 5 | -- |
| Mar 2009 | $50.1M | $50.1M | $0 | 5 | -- |
| Mar 2008 | $86.7M | $86.7M | $0 | 5 | -- |
| Mar 2007 | $67.1M | $67.1M | $0 | 5 | -- |
| Mar 2006 | $62.5M | $62.5M | $0 | 5 | -- |
| Nov 2005 | $50.6M | $50.6M | $0 | 5 | -- |
| Mar 2004 | $41.9M | $41.9M | $0 | 5 | -- |
| Mar 2002 | $41.7M | $41.7M | $0 | 5 | -- |
DateMar 2018
Total AUM$132.4M
Discretionary$129.2M
Non-Disc.$3.2M
Employees3
Clients0
DateMar 2017
Total AUM$113.8M
Discretionary$110.9M
Non-Disc.$2.9M
Employees3
Clients26
DateMar 2016
Total AUM$124.3M
Discretionary$120.4M
Non-Disc.$3.8M
Employees3
Clients26
DateMar 2015
Total AUM$132.1M
Discretionary$128.2M
Non-Disc.$3.8M
Employees3
Clients26
DateMar 2014
Total AUM$128.9M
Discretionary$125.6M
Non-Disc.$3.3M
Employees3
Clients26
DateDec 2013
Total AUM$98M
Discretionary$96M
Non-Disc.$2M
Employees3
Clients26
DateMar 2013
Total AUM$98M
Discretionary$96M
Non-Disc.$2M
Employees3
Clients26
DateMar 2012
Total AUM$92.1M
Discretionary$90.5M
Non-Disc.$1.7M
Employees1
Clients26
DateJun 2010
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$62.5M
Discretionary$62.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$41.7M
Discretionary$41.7M
Non-Disc.$0
Employees5
Clients--