DBA: TOWNSEND
| Total AUM | $1.52B |
| Discretionary | $1.52B100% of AUM |
| Non-Discretionary | $2.2M |
| Client Accounts | 3,662 |
| Avg Account Size | $415K |
| Employees | 30 |
| Peak AUM | $1.52BFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +19.1% | +14.5% | +11.6% | |
| Discretionary AUM | |||||
| Total AUM | $1.52B |
| Discretionary | $1.52B |
| Employees | 30 |
| Client Accounts | 3662 |
| Client Range | More than 500 |
Address
2761 W. 120TH AVE., SUITE 200
WESTMINSTER CO 80234
Phone
303-452-5986
Filing History
91 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
99.9% of AUM
Non-Discretionary
$2M
0.1% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +15.8% /yrover 20 yrs · 91 filings |
Total AUM
$1.5B
| $1.5B |
| +19.1% |
| +14.5% |
| +11.5% |
| Non-Disc. AUM | $2M | +11.3% | +20.8% | +22.2% |
| Total Accounts | 4k | +145.6% | +2.8% | +5.3% |
| Avg Account Size | $415,109.345 | 51.5% | +11.4% | +6.0% |
| Employees | 30 | +7.1% | +1.1% | +5.2% |
| AUM / Employee | $51M | +11.2% | +13.2% | +6.0% |
Client AUM Segments | |||||
| Wealth AUM | $1.5B | +19.1% | +14.5% | +11.6% | |
Client Count Segments | |||||
| HNW Clients | 1k | +0.3% | +2.7% | +2.2% | |
| Individuals | 511 | +7.4% | +2.8% | +12.0% | |