firm profile

Townsend Holdings LLC

RIA Cleveland, OH CRD 160006 Last verified October 2026

Overview

Townsend Holdings LLC is an SEC registered investment adviser based in Cleveland, OH, registered since 2012. It reports $19.6B in assets under management across 67 accounts, with 110 employees.

Reported AUM: $19.6B
Discretionary: 80%
Accounts: 67
Average account: $293M
Employees: 110
Registered since: 2012

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services: Portfolio Management for Businesses or Institutional Clients
Selection of Other Advisors
Client types: Government
Other Investment Advisors
Pension/Profit Sharing Plan
Pooled Investment Vehicles
Fee structure: Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 4

Anthony Demetrio Frammartino Chairman, Chief Executive Officer CRD 4623701
Aimee Brooke Malkus Chief Compliance Officer CRD 7214282
Brian Michael White Chief Financial Officer CRD 2711192

1 more executive officer, with direct contact details

Location

Headquarters: 950 Main Ave Ste 1600
Cleveland, OH 44113
County: Cuyahoga
Metro area: Cleveland-Elyria, OH
Region: Midwest

Registrations

SEC registered
Website: townsend.com

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