A registered investment advisory firm based in Westminster, Colorado, with about 2 offices. It manages about $1.52 billion for roughly 1,514 individual clients. Services include financial planning, investment management for individuals and small businesses, newsletters and publications.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$1 million
Assets under management ?$1.52 billion
Individual clients1,514
Median years of experience20
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesNewsletters and publicationsEducational seminars and workshops
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Also known as
-Townsend · Townsend Retirement Specialists · Townsend & Associates, Inc.
About Townsend
How do I contact Townsend?
Call the main office at (303) 452-5986. The main office is at 2761 W. 120th Ave., Suite 200, Westminster, CO 80234.
How is Townsend paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Townsend offer?
Financial planning, Investment management for individuals and small businesses, Newsletters and publications, Educational seminars and workshops.
How many advisors work at Townsend?
We list 18 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.