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Miguel Paredes

TOWNELEY CAPITAL MANAGEMENT, INC.·LAGUNA HILLS, California
Unclaimed Profile
23197 LA CADENA DRIVE, LAGUNA HILLS, CA 92653CRD# 2921876Firm CRD# 169863
01

About

Miguel Paredes is a registered financial advisor based in LAGUNA HILLS, California, affiliated with TOWNELEY CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TOWNELEY CAPITAL MANAGEMENT, INC.
TOWNELEY CAPITAL MANAGEMENT, INC.
AUM
$882M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at TOWNELEY CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2921876
Firm CRD# 169863
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Miguel Paredes offer?
Miguel Paredes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAGUNA HILLS, California for a consultation.
What are Miguel Paredes's credentials?
Miguel Paredes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Miguel Paredes located?
Miguel Paredes is based in LAGUNA HILLS, California, working with TOWNELEY CAPITAL MANAGEMENT, INC.. Their office serves clients in the LAGUNA HILLS metropolitan area and surrounding communities.
How does Miguel Paredes charge for services?
Miguel Paredes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNELEY CAPITAL MANAGEMENT, INC.?
TOWNELEY CAPITAL MANAGEMENT, INC. has approximately 13 employees and manages $882M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAGUNA HILLS
Jeffrey Alan Cerny — ATLAS WEALTH MANAGEMENT GROUP, LLCWesley George Mccain — TOWNELEY CAPITAL MANAGEMENT, INC.Tracy Ann Kuntz — TOWNELEY CAPITAL MANAGEMENT, INC.Nicholas Larsen Saakvitne — TOWNELEY CAPITAL MANAGEMENT, INC.Gary Airen Gordon — PACIFIC PARK FINANCIAL, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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