DH
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Fee Structure
Financial Planning:Investment management only
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
2761 W. 120th Ave., Suite 200, Westminster, CO, 80234
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2019Other Business Activities
Drew works as a Senior Investment Analyst with Townsend & Associates, dedicating full-time hours to investment-related research, portfolio management, and trading. He creates valuation models and manages portfolios for equities, ETFs, and mutual funds.
Employment History
Current Registrations
Private Client Services, LLC Broker
July 2025 - Present · 6 mos
Townsend
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Osaic Wealth, INC. Broker
June 2024 - July 2025 · 1 yr 1 mo
Securities America, INC.Broker
June 2023 - June 2024 · 1 yr
Highgate Securities Investments
October 2018 - December 2022 · 4 yrs 2 mos
Gallacher Capital Management, LLC
June 2016 - August 2018 · 2 yrs 2 mos
Madison Street Partners, LLC
April 2004 - June 2016 · 12 yrs 2 mos
Electronic Trading Group, LLCBroker
January 1996 - January 2004 · 8 yrs
First Union Brokerage Services, INC.Broker
October 1994 - September 1996 · 1 yr 11 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.