Shawn Robert Kelly

Private Client Services, LLC

24 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Location

2761 W. 120th Ave., Suite 200, Westminster, CO, 80234

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Shawn is the President of Townsend & Associates Inc, a registered investment advisory (RIA) firm. This investment-related activity takes about 10-20% of Shawn's time.