TOWNSEND FINANCIAL PLANNING, LLC
Legal name: TOWNSEND FINANCIAL PLANNING
CRD #141571 SEC #801-130686 MT. STERLING, KY 859-498-2020
SEC Registered
Total AUM
$130.5M
Discretionary
$130.5M
Employees
5
Clients
101
Accounts
516
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $130.5M | $130.5M | $0 | 5 | 17 |
| Aug 2024 | $116M | $116M | $0 | 5 | 22 |
| Jul 2024 | $116M | $116M | $0 | 5 | 22 |
| Jun 2024 | $116M | $116M | $0 | 5 | 22 |
DateFeb 2025
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees5
Clients17
DateAug 2024
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients22
DateJul 2024
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients22
DateJun 2024
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients22