TOWNSEND & ASSOCIATES, INC.
Legal name: TOWNSEND
CRD #113681 SEC #801-66559 WESTMINSTER, CO 303-452-5986
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
28
Clients
--
Accounts
1,491
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.3B | $1.3B | $2M | 28 | 316 |
| Sep 2025 | $1.3B | $1.3B | $2M | 28 | 316 |
| Aug 2025 | $1.3B | $1.3B | $2M | 28 | 316 |
| Mar 2025 | $1.3B | $1.3B | $2M | 28 | 316 |
| Feb 2025 | $1.3B | $1.3B | $2M | 28 | 316 |
| Dec 2024 | $1.1B | $1.1B | $1.4M | 29 | 161 |
| Mar 2024 | $1.1B | $1.1B | $1.4M | 29 | 161 |
| Oct 2023 | $991M | $989.8M | $1.2M | 29 | 350 |
| Aug 2023 | $991M | $989.8M | $1.2M | 29 | 350 |
| Mar 2023 | $991M | $989.8M | $1.2M | 29 | 350 |
| Nov 2022 | $1B | $1B | $807.8K | 22 | 272 |
| Nov 2022 | $1B | $1B | $807.8K | 22 | 272 |
| Sep 2022 | $1B | $1B | $807.8K | 22 | 272 |
| Jun 2022 | $1B | $1B | $807.8K | 22 | 272 |
| Feb 2022 | $1B | $1B | $807.8K | 22 | 272 |
| Feb 2022 | $1B | $1B | $807.8K | 22 | 272 |
| Sep 2021 | $856.2M | $855.4M | $773.7K | 23 | 179 |
| Feb 2021 | $856.2M | $855.4M | $773.7K | 23 | 179 |
| Feb 2021 | $856.2M | $855.4M | $773.7K | 23 | 179 |
| Feb 2021 | $856.2M | $855.4M | $773.7K | 23 | 179 |
| Jun 2020 | $707.5M | $707.3M | $236.2K | 23 | 181 |
| Feb 2020 | $707.5M | $707.3M | $236.2K | 23 | 181 |
| Jan 2020 | $554.5M | $553.6M | $909.3K | 24 | 305 |
| Nov 2019 | $554.5M | $553.6M | $909.3K | 24 | 305 |
| Sep 2019 | $554.5M | $553.6M | $909.3K | 24 | 305 |
| Apr 2019 | $554.5M | $553.6M | $909.3K | 24 | 305 |
| Mar 2019 | $554.5M | $553.6M | $909.3K | 24 | 305 |
| Sep 2018 | $559.8M | $540.5M | $19.3M | 21 | 296 |
| Aug 2018 | $559.8M | $540.5M | $19.3M | 21 | 296 |
| Apr 2018 | $559.8M | $540.5M | $19.3M | 21 | 296 |
| Mar 2018 | $559.8M | $540.5M | $19.3M | 21 | 296 |
| Dec 2017 | $440.4M | $430.2M | $10.2M | 14 | 145 |
| Nov 2017 | $440.4M | $430.2M | $10.2M | 14 | 145 |
| Sep 2017 | $440.4M | $430.2M | $10.2M | 14 | 1,000 |
| Aug 2017 | $440.4M | $430.2M | $10.2M | 14 | 1,000 |
| May 2017 | $440.4M | $430.2M | $10.2M | 14 | 1,000 |
| Feb 2017 | $440.4M | $430.2M | $10.2M | 14 | 1,000 |
| Jan 2017 | $385.4M | $376.5M | $8.8M | 20 | 900 |
| Dec 2016 | $385.4M | $376.5M | $8.8M | 20 | 900 |
| Sep 2016 | $385.4M | $376.5M | $8.8M | 20 | 900 |
| Mar 2016 | $385.4M | $376.5M | $8.8M | 20 | 900 |
| Mar 2016 | $385.4M | $376.5M | $8.8M | 20 | 900 |
| Dec 2015 | $381.3M | $366.1M | $15.2M | 19 | 900 |
| Nov 2015 | $381.3M | $366.1M | $15.2M | 19 | 900 |
| Oct 2015 | $381.3M | $366.1M | $15.2M | 19 | 900 |
| Aug 2015 | $381.3M | $366.1M | $15.2M | 19 | 900 |
| Jul 2015 | $381.3M | $366.1M | $15.2M | 19 | 900 |
| May 2015 | $381.3M | $366.1M | $15.2M | 19 | 900 |
| Apr 2015 | $381.3M | $366.1M | $15.2M | 19 | 900 |
| Mar 2015 | $381.3M | $366.1M | $15.2M | 19 | 900 |
| Jul 2014 | $333.5M | $313M | $20.6M | 17 | 800 |
| Mar 2014 | $333.5M | $313M | $20.6M | 17 | 800 |
| Jan 2014 | $281.5M | $263M | $18.6M | 15 | 765 |
| Dec 2013 | $281.5M | $263M | $18.6M | 15 | 765 |
| May 2013 | $281.5M | $263M | $18.6M | 15 | 765 |
| Feb 2013 | $281.5M | $263M | $18.6M | 15 | 765 |
| Oct 2012 | $242.4M | $225.8M | $16.5M | 11 | 739 |
| Jan 2012 | $242.4M | $225.8M | $16.5M | 11 | 739 |
| Dec 2011 | $229M | $211.8M | $17.1M | 11 | 683 |
| Oct 2010 | $204.2M | $182.2M | $22M | -- | -- |
| Aug 2010 | $204.2M | $182.2M | $22M | -- | -- |
| Jul 2010 | $204.2M | $182.2M | $22M | -- | -- |
| May 2010 | $204.2M | $182.2M | $22M | -- | -- |
| Oct 2009 | $162.4M | $146.3M | $16.2M | -- | -- |
| Apr 2009 | $162.4M | $146.3M | $16.2M | -- | -- |
| Mar 2008 | $208M | $190M | $18M | -- | -- |
| Nov 2007 | $116M | $116M | $0 | 5 | -- |
| Oct 2007 | $116M | $116M | $0 | 5 | -- |
| May 2007 | $116M | $116M | $0 | 5 | -- |
| Mar 2007 | $116M | $116M | $0 | 5 | -- |
DateOct 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2M
Employees28
Clients316
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2M
Employees28
Clients316
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2M
Employees28
Clients316
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2M
Employees28
Clients316
DateFeb 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2M
Employees28
Clients316
DateDec 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.4M
Employees29
Clients161
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.4M
Employees29
Clients161
DateOct 2023
Total AUM$991M
Discretionary$989.8M
Non-Disc.$1.2M
Employees29
Clients350
DateAug 2023
Total AUM$991M
Discretionary$989.8M
Non-Disc.$1.2M
Employees29
Clients350
DateMar 2023
Total AUM$991M
Discretionary$989.8M
Non-Disc.$1.2M
Employees29
Clients350
DateNov 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$807.8K
Employees22
Clients272
DateNov 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$807.8K
Employees22
Clients272
DateSep 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$807.8K
Employees22
Clients272
DateJun 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$807.8K
Employees22
Clients272
DateFeb 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$807.8K
Employees22
Clients272
DateFeb 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$807.8K
Employees22
Clients272
DateSep 2021
Total AUM$856.2M
Discretionary$855.4M
Non-Disc.$773.7K
Employees23
Clients179
DateFeb 2021
Total AUM$856.2M
Discretionary$855.4M
Non-Disc.$773.7K
Employees23
Clients179
DateFeb 2021
Total AUM$856.2M
Discretionary$855.4M
Non-Disc.$773.7K
Employees23
Clients179
DateFeb 2021
Total AUM$856.2M
Discretionary$855.4M
Non-Disc.$773.7K
Employees23
Clients179
DateJun 2020
Total AUM$707.5M
Discretionary$707.3M
Non-Disc.$236.2K
Employees23
Clients181
DateFeb 2020
Total AUM$707.5M
Discretionary$707.3M
Non-Disc.$236.2K
Employees23
Clients181
DateJan 2020
Total AUM$554.5M
Discretionary$553.6M
Non-Disc.$909.3K
Employees24
Clients305
DateNov 2019
Total AUM$554.5M
Discretionary$553.6M
Non-Disc.$909.3K
Employees24
Clients305
DateSep 2019
Total AUM$554.5M
Discretionary$553.6M
Non-Disc.$909.3K
Employees24
Clients305
DateApr 2019
Total AUM$554.5M
Discretionary$553.6M
Non-Disc.$909.3K
Employees24
Clients305
DateMar 2019
Total AUM$554.5M
Discretionary$553.6M
Non-Disc.$909.3K
Employees24
Clients305
DateSep 2018
Total AUM$559.8M
Discretionary$540.5M
Non-Disc.$19.3M
Employees21
Clients296
DateAug 2018
Total AUM$559.8M
Discretionary$540.5M
Non-Disc.$19.3M
Employees21
Clients296
DateApr 2018
Total AUM$559.8M
Discretionary$540.5M
Non-Disc.$19.3M
Employees21
Clients296
DateMar 2018
Total AUM$559.8M
Discretionary$540.5M
Non-Disc.$19.3M
Employees21
Clients296
DateDec 2017
Total AUM$440.4M
Discretionary$430.2M
Non-Disc.$10.2M
Employees14
Clients145
DateNov 2017
Total AUM$440.4M
Discretionary$430.2M
Non-Disc.$10.2M
Employees14
Clients145
DateSep 2017
Total AUM$440.4M
Discretionary$430.2M
Non-Disc.$10.2M
Employees14
Clients1,000
DateAug 2017
Total AUM$440.4M
Discretionary$430.2M
Non-Disc.$10.2M
Employees14
Clients1,000
DateMay 2017
Total AUM$440.4M
Discretionary$430.2M
Non-Disc.$10.2M
Employees14
Clients1,000
DateFeb 2017
Total AUM$440.4M
Discretionary$430.2M
Non-Disc.$10.2M
Employees14
Clients1,000
DateJan 2017
Total AUM$385.4M
Discretionary$376.5M
Non-Disc.$8.8M
Employees20
Clients900
DateDec 2016
Total AUM$385.4M
Discretionary$376.5M
Non-Disc.$8.8M
Employees20
Clients900
DateSep 2016
Total AUM$385.4M
Discretionary$376.5M
Non-Disc.$8.8M
Employees20
Clients900
DateMar 2016
Total AUM$385.4M
Discretionary$376.5M
Non-Disc.$8.8M
Employees20
Clients900
DateMar 2016
Total AUM$385.4M
Discretionary$376.5M
Non-Disc.$8.8M
Employees20
Clients900
DateDec 2015
Total AUM$381.3M
Discretionary$366.1M
Non-Disc.$15.2M
Employees19
Clients900
DateNov 2015
Total AUM$381.3M
Discretionary$366.1M
Non-Disc.$15.2M
Employees19
Clients900
DateOct 2015
Total AUM$381.3M
Discretionary$366.1M
Non-Disc.$15.2M
Employees19
Clients900
DateAug 2015
Total AUM$381.3M
Discretionary$366.1M
Non-Disc.$15.2M
Employees19
Clients900
DateJul 2015
Total AUM$381.3M
Discretionary$366.1M
Non-Disc.$15.2M
Employees19
Clients900
DateMay 2015
Total AUM$381.3M
Discretionary$366.1M
Non-Disc.$15.2M
Employees19
Clients900
DateApr 2015
Total AUM$381.3M
Discretionary$366.1M
Non-Disc.$15.2M
Employees19
Clients900
DateMar 2015
Total AUM$381.3M
Discretionary$366.1M
Non-Disc.$15.2M
Employees19
Clients900
DateJul 2014
Total AUM$333.5M
Discretionary$313M
Non-Disc.$20.6M
Employees17
Clients800
DateMar 2014
Total AUM$333.5M
Discretionary$313M
Non-Disc.$20.6M
Employees17
Clients800
DateJan 2014
Total AUM$281.5M
Discretionary$263M
Non-Disc.$18.6M
Employees15
Clients765
DateDec 2013
Total AUM$281.5M
Discretionary$263M
Non-Disc.$18.6M
Employees15
Clients765
DateMay 2013
Total AUM$281.5M
Discretionary$263M
Non-Disc.$18.6M
Employees15
Clients765
DateFeb 2013
Total AUM$281.5M
Discretionary$263M
Non-Disc.$18.6M
Employees15
Clients765
DateOct 2012
Total AUM$242.4M
Discretionary$225.8M
Non-Disc.$16.5M
Employees11
Clients739
DateJan 2012
Total AUM$242.4M
Discretionary$225.8M
Non-Disc.$16.5M
Employees11
Clients739
DateDec 2011
Total AUM$229M
Discretionary$211.8M
Non-Disc.$17.1M
Employees11
Clients683
DateOct 2010
Total AUM$204.2M
Discretionary$182.2M
Non-Disc.$22M
Employees--
Clients--
DateAug 2010
Total AUM$204.2M
Discretionary$182.2M
Non-Disc.$22M
Employees--
Clients--
DateJul 2010
Total AUM$204.2M
Discretionary$182.2M
Non-Disc.$22M
Employees--
Clients--
DateMay 2010
Total AUM$204.2M
Discretionary$182.2M
Non-Disc.$22M
Employees--
Clients--
DateOct 2009
Total AUM$162.4M
Discretionary$146.3M
Non-Disc.$16.2M
Employees--
Clients--
DateApr 2009
Total AUM$162.4M
Discretionary$146.3M
Non-Disc.$16.2M
Employees--
Clients--
DateMar 2008
Total AUM$208M
Discretionary$190M
Non-Disc.$18M
Employees--
Clients--
DateNov 2007
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients--