Updated September 27, 2023
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Townsend Asset Management Corp.

Investment Advisor Firm
Total assets under management$346M
Years in business42+

About Townsend Asset Management Corp.

Townsend Asset Management Corp is a comprehensive wealth management firm dedicated to guiding clients towards achieving their family, financial, and life goals. As a Registered Investment Advisory firm (RIA), they craft strategies to create, grow, and safeguard wealth, all while providing exceptional personalized service and expertise.

At the helm of Townsend Asset Management is Gerald A. Townsend, a distinguished professional with a remarkable set of credentials, including CPA, CFP®, CFA®, and CMT. With a background in finance and accounting, he founded TAM in 1982, bringing a wealth of experience to the table. Gerald's expertise has earned him recognition as one of the nation's top financial advisors by Money magazine, and he's a frequent speaker and writer in the financial world.

James Tarkenton, CFA® and CFP®, serves as President and Chief Investment Officer, lending his insights and expertise in evaluating investment opportunities. With a strong background in portfolio management and analysis, James enhances client portfolio construction for optimal returns and risk management.

Townsend Asset Management's philosophy revolves around tailoring investment strategies to each client's unique goals, risk tolerance, financial situation, and time horizon. Their mission is to transform clients' life stories into financial epics.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Investment Management
  3. Financial Planning
  4. Tax Planning and Preparation

More about Townsend Asset Management Corp.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1082165

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Pricing options

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