Adam
Graves
Townsquare Capital, LLC
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About this Advisor
Adam Graves is a financial advisor operating out of Aurora, Colorado who has 5 years of relevant experience. Graves is an advisor for Townsquare Capital, LLC. Graves has gained experience at Allegis Investment Advisors, LLC, Ag Financial Planning, Townsquare Capital, LLC, Allegis Investment Services, LLC and Alignment Financial Advisors. Graves holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado and Texas. Townsquare Capital, LLC is an advisory business that has its headquarters in Provo, UT. The company has offices in 40 locations and a total of 89 financial advisors. It has $6 billion in assets under management among its 28,608 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 60 charitable organizations. Of its 28,608 customer accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Townsquare Capital, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services depend on which services the firm provides the client. Fees charged by Townsquare Capital, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsquare Capital, LLC Brokerage Details
$6,244,414,527
89
28,608
$218,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Graves Work History
Adam has been registered as a financial advisor for 5 years.*
Alignment Financial Advisors
Townsquare Capital, LLC
Ag Financial Planning
Allegis Investment Services, LLC
Allegis Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Graves to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Townsquare Capital, LLC
Provo, UT
Cedar Park, TX
Provo, UT
Provo, UT
Lehi, UT
Provo, UT
Idaho Falls, ID
Aurora, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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