Townsquare Capital, LLC

Townsquare Capital, LLC (CRD# 288576) is a financial advisory firm headquartered in Provo, UT. They manage $8,777,551,735 in 33,539 accounts and serve the financial needs of clients across 37 states (or territories).

Current Firm Details
5314 River Run Drive, Suite 210, Provo, UT 84604
https://orion.com/ocio
By the Numbers
  • Total Assets Under Management
    8,778
    MILLION
  • Total Number of Accounts
    33,539
    ACCOUNTS
  • Average Account Value
    $261,712
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WY

Financial Advisors at Townsquare Capital, LLC
Showing 11 - 15 of 15 top financial advisors.
11
Brandon Petterson, financial advisor Provo UT
Brandon M. Petterson
CRD#: 7260424
5314 River Run Drive, Suite 210, Provo, UT 84604

Brandon Petterson (CRD# 7260424) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has over 3 years of experience in the finance industry.

12
Ian Rose, financial advisor Provo UT
Ian M. Rose
CRD#: 7686732
5314 River Run Drive, Suite 210, Provo, UT 84604

Ian Rose (CRD# 7686732) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has 1 year of experience in the finance industry.

13
Tyson Walker, financial advisor Provo UT
Tyson L. Walker
CRD#: 6504767
5314 River Run Drive, Suite 210, Provo, UT 84604

Tyson Walker (CRD# 6504767) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has over 8 years of experience in the finance industry.

14
Erica West, financial advisor Provo UT
Erica A. West
CRD#: 6559797
5314 River Run Drive, Suite 210, Provo, UT 84604

Erica West (CRD# 6559797) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has over 8 years of experience in the finance industry.

15
William Yarbenet, financial advisor Provo UT
William B. Yarbenet
CRD#: 6528347
5314 River Run Drive, Suite 210, Provo, UT 84604

William Yarbenet (CRD# 6528347) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has 1 year of experience in the finance industry.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals