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Martin Daniel Standish

Towneley Capital Management, Inc.

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About Martin Daniel Standish

Martin Standish is a financial advisor with Towneley Capital Management, Inc. Martin is a Certified Financial Planner™ and a Chartered Financial Analyst. Martin has been in the financial services industry since 1991 and has held positions at LPL Financial LLC, Comerica Securities, and Morgan Stanley. Martin is registered with the state of California and Texas.

Firm Information

Martin Standish is currently registered with Towneley Capital Management, Inc.. 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.

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Martin Standish’s Registration & Firm History

CA

07/21/2021 - Present

Towneley Capital Management, Inc. (LAGUNA HILLS CA)

CA

03/29/2018 - 03/11/2019

LPL FINANCIAL LLC (HUNTINGTON BEACH CA)

CA

01/29/2015 - 10/18/2016

COMERICA SECURITIES (COSTA MESA CA)

CA

01/10/2014 - 08/26/2014

MORGAN STANLEY (NEWPORT BEACH CA)

CA

03/09/2011 - 01/06/2014

NEW ENGLAND SECURITIES (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 03/24/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/10/1991

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin Daniel Standish.
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