Grace
Omara
Townsend
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About this Advisor
Grace Omara is a certified financial planner working out of Denver, Colorado with 1 year of relevant experience. Omara currently works for Townsend. During their career, the advisor has held roles at Cuso Financial Services Lp At Advantis Credit Union And Pacific, Jpmorgan Chase, Fisher Investments, Maps.Com, Bentley University, Townsend, Cuso Financial Services Lp At Advantis Credit Union and Securities America, Inc. Omara maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Colorado. Townsend is a business that has its headquarters in Denver, CO. The firm has a total of 29 employees. It has $991 million in total assets among its 3,357 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 3,357 customer accounts, 34% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Townsend offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. A financial advisor's fees are based on which services the firm provides the client. However, fees billed by Townsend may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsend Brokerage Details
$991,009,796
29
3,357
$295,207
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Grace Omara Work History
Grace has been registered as a financial advisor for 1 years.*
Securities America, Inc
Townsend
Cuso Financial Services Lp At Advantis Credit Union
Cuso Financial Services Lp At Advantis Credit Union And Pacific
Jpmorgan Chase
Fisher Investments
Maps.Com
Bentley University
*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 Grace Omara 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 Townsend
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
