Paul
Ewell
Townsquare Capital, LLC
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About this Advisor
Paul Ewell is a financial advisor working out of Provo, Utah who has 4 years of industry experience. Ewell is on the advisory team at Townsquare Capital, LLC. Their career trajectory has included roles at Vantage Point Investments, Sammons Securities Company, Spc, Parkland Securities, Lee Miles LLC, Allegis Investment Advisors, Ars Investment Advisors, Inc, Sammons Securities, Townsquare Capital LLC and Financial Foundations. Ewell maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Utah. Townsquare Capital, LLC is a registered investment company that has its headquarters in Provo, UT. The company has offices in 40 locations and a total of 89 employees. It manages $6 billion in assets under management among its 28,608 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 60 charities and foundations. Of its 28,608 client accounts, just 9% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a wide set 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. Financial management fees largely vary depending on the type of services. Fee types charged by Townsquare Capital, LLC may include some blend 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
Paul Ewell Work History
Paul has been registered as a financial advisor for 4 years.*
Financial Foundations
Townsquare Capital LLC
Ars Investment Advisors, Inc
Allegis Investment Advisors
Lee Miles LLC
Vantage Point Investments
Parkland Securities
Spc
Sammons Securities Company
Sammons Securities
*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 Paul Ewell 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
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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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