M
$5.4M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist · Apex · Goldman Sachs · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-27-2012
- Office Locations
- 1
Office Locations
11010 SE Division Street Suite 100 Portland OR
About MP Townsend Financial
MP Townsend Financial is a Portland, OR registered investment adviser providing investment management and financial planning, including tax, estate and insurance planning, for retail clients. Portfolios emphasize asset allocation and risk management, using ETFs and mutual funds alongside fixed income and real estate exposures. Custody includes Altruist.
Team overview
57 AVG AGE
$5.4M AVG AUM / ADVISOR
$117.3K AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL PATRICK TOWNSEND
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2720157
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,396,930 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,396,930 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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