Owner · Townsend Asset Management Corp.
Katrina L. Townsend
CRD 2063425 · Named on Form ADV at one SEC-registered adviser
At a glance
Townsend Asset Management Corp., an SEC-registered wealth manager based in Raleigh, NC with $480 million in regulatory assets, lists Katrina L. Townsend on its Form ADV as Owner, a control person.
Firms and roles
- Townsend Asset Management Corp.OwnerWealth manager · Raleigh, NC · $480M in regulatory assets
AtlasMembers
Katrina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Gerald A. TownsendCEO, Townsend Asset Management Corp.
- Caleb R. GriffithChief Compliance Officer, Townsend Asset Management Corp.
- James M. TarkentonPresident, Townsend Asset Management Corp.
- Arne W MorrisSecretary, Townsend Asset Management Corp.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katrina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.