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Towneley Capital Management, Inc.

Headquartered in LAGUNA HILLS, CA

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Firm Information

Towneley Capital Management, Inc. is an investment advisor based in Laguna Hills, CA with approximately $882.4 million in regulatory assets under management. The firm advises individuals, high net worth individuals, charitable organizations, insurance companies, pension and profit-sharing plans, corporations, and other businesses. They offer a range of advisory services including financial planning, pension consulting, and portfolio management.

Towneley Capital Management, Inc.

23197 LA CADENA DRIVE

LAGUNA HILLS, CA 92653

$882.42M

Assets Under Management

1

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

TOWNELEY CAPITAL MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

LAGUNA HILLS, CA

Advisors at Towneley Capital Management, Inc.

View All 9 Advisors
Unclaimed
Ernest Daniel Garrett

CFP®, RA

LAGUNA HILLS, CA

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Carlos Ortega

CFP®, RA

LAGUNA HILLS, CA

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Unclaimed
Omid Eftekhari

CFA®, RA

LAGUNA HILLS, CA

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Paula Durrant

CFP®, RA

LAGUNA HILLS, CA

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Unclaimed
Martin Daniel Standish

CFP®, CFA®, RA

LAGUNA HILLS, CA

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Unclaimed
Wesley George McCain

CFA®, RA

LAGUNA HILLS, CA

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Unclaimed
Tracy Ann Kuntz

CFP®, RA

LAGUNA HILLS, CA

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Unclaimed
Robyn Lynn Clarke

CFP®, RA

LAGUNA HILLS, CA

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Disclosures

There are no public disclosures for Towneley Capital Management, Inc..

Frequently Asked Questions (8)

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