Towle & Co
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Overview
Towle & Co is located at 50 S. Steele Street, Denver, CO. The firm employs 5 financial advisors to manage client portfolios and provide financial guidance. Towle & Co is not a registered broker-dealer.
Towle & Co oversees $879.3 million in assets under management across 82 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, and state or municipal government entities, with high net worth investors being the largest client type by accounts. The fee structure at Towle & Co includes asset-based and performance-based fees. The firm has 62 high net worth clients and maintains an affiliation with a commodity pool advisor.
Towle & Co is registered in the states of California, Colorado, Kansas, New Hampshire, New York, Texas, Florida, Nevada, and Missouri.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Towle & Co by the Numbers
$879.3 million
10
82
$10.7 million
Fee Structure
A financial advisor's fees typically are based on the financial services offered. Fees charged by Towle & Co may include some blend of the following fee types: asset-based or performance-based. The firm does participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with a broad range of investors. The firm works with retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, and state or municipal government entities. Out of its 7 clients, Towle & Co's biggest client type by number of accounts is high net worth investors, although it also serves 62 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 75.61%
- Other Individuals - 1.22%
- Corporations - 9.76%
- Charitable Organizations - 13.41%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Towle & Co
Denver, CO
Denver, CO
Denver, CO
Chesterfield, MO
Denver, CO
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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