FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
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
Regulatory filings
Areas of specialty
- Wealth Management
- Investment Management
- Financial Planning
- Tax Planning and Preparation
More about Townsend Asset Management Corp.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 108216 | 5 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Townsend Asset Management Corp..
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Townsend Asset Management Corp..