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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-2018
- Office Locations
- 1
Office Locations
About Townsend Financial
Townsend Financial is a Scottsdale, AZ fee-only, independent fiduciary providing concierge wealth management for business owners and high-net-worth individuals. The firm combines comprehensive planning and investment management with integrated tax strategy, asset protection, and estate coordination, acting as a "personal CFO" and quarterbacking outside specialists. Founder Heather Townsend is a CFP and CPA; portfolios skew heavily to ETFs.
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Investment Themes
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Owner & Executives
Heather Marie Townsend
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6884113
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,330,473 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,330,473 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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