Warren
Judd
Townsquare Capital, LLC
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About this Advisor
Warren Judd is a financial advisor based in Provo, Utah with a total of 4 years of industry experience. Judd is an employee of Townsquare Capital, LLC. Judd has gained experience at Smart Financial, Capital Asset Advisory Services and Townsquare Capital LLC. Judd maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska and Utah. Townsquare Capital, LLC is a registered investment firm operating out of Provo, UT. The firm has offices in 40 locations and a total of 89 financial advisors. It controls $6 billion in assets across its 28,608 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 60 charitable organizations. Of its 28,608 accounts, just 9% are associated with high-net-worth clients who have at least $1 million in assets. Townsquare Capital, LLC performs a broad set 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. Financial management fees usually are based on the type of financial services provided. However, fees billed by Townsquare Capital, LLC may include any combination 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
Warren Judd Work History
Warren has been registered as a financial advisor for 4 years.*
Townsquare Capital LLC
Smart Financial
Capital Asset Advisory Services
*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 Warren Judd 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
Idaho Falls, ID
Lehi, UT
Provo, UT
Cedar Park, TX
Aurora, CO
Provo, UT
Provo, UT
Provo, UT
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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