Michele
Laws

Townsquare Capital, LLC

CRD#4393923
Investment Advisor
in Provo, UT

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About this Advisor

Michele Laws is a financial advisor based in Provo, Utah who has 5 years of industry experience. Laws is an advisor for Townsquare Capital, LLC. Over the course of their career, Laws has held roles at Sw Wealth Strategies, National Planning Corporation, Allegis Investment Advisors, Allegis Investment Services, Divorce Dollars & Sense, Townsquare Capital, LLC and Dfpg Investments, LLC. Laws maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. Townsquare Capital, LLC is a registered investment firm operating out of Provo, UT. The investment advisory business has offices in 40 locations and a total of 89 people on staff. It manages $6 billion in assets between its 28,608 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 60 charities and foundations. Of its 28,608 customer accounts, just 9% are associated with high-net-worth investors who have at least $1 million in assets. The company offers a number of services, including 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 charged by financial advisors usually depend on which service is provided. However, fees billed by Townsquare Capital, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5314 River Run Drive Suite 210
Provo, UT 84604

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Townsquare Capital, LLC Brokerage Details

Total Assets Under Management

$6,244,414,527

UT Average: $693,624,108
Total Number of Employees

89

UT Average: 12
Total Number of Accounts

28,608

UT Average: 1,115
Average Account Size

$218,275

UT Average: $622,084

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

Michele Laws Work History

Michele has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Townsquare Capital, LLC

2012 - Present (12 years)

Sw Wealth Strategies

2012 - Present (12 years)

Divorce Dollars & Sense

2019 - 2021 (2 years)

Dfpg Investments, LLC

2017 - 2018 (1 year)

Allegis Investment Advisors

2017 - 2019 (2 years)

Allegis Investment Services

2013 - 2017 (4 years)

National Planning Corporation

*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 Michele Laws 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

Catherine White
Lehi, UT
Clark Kemsley
Cedar Park, TX
Tyson Walker
Provo, UT
Staci Compagno
Provo, UT
Adam Mckell
Provo, UT
Frederick Harris
Provo, UT
Adam Graves
Aurora, CO
Trenton Laporte
Idaho Falls, ID

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.

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