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Nicholas Larsen Saakvitne

TOWNELEY CAPITAL MANAGEMENT, INC.·LAGUNA HILLS, California
Clean recordTOWNELEY CAPITAL MANAGEMENT, INC.
23197 LA CADENA DRIVE, LAGUNA HILLS, CA 92653CRD# 6278090Firm CRD# 169863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Larsen Saakvitne · LAGUNA HILLS, CA
Registration
CRD #6278090 · TOWNELEY CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicholas Larsen Saakvitne 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
Introduction

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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# 6278090
Firm CRD# 169863
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Larsen Saakvitne offer?
Nicholas Larsen Saakvitne specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAGUNA HILLS, California for a consultation.
What are Nicholas Larsen Saakvitne's credentials?
Nicholas Larsen Saakvitne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Larsen Saakvitne located?
Nicholas Larsen Saakvitne 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 Nicholas Larsen Saakvitne charge for services?
Nicholas Larsen Saakvitne'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 at TOWNELEY CAPITAL MANAGEMENT, INC.

Ernest Daniel Garrett
LAGUNA HILLS, CA
Miguel Paredes
LAGUNA HILLS, CA
Wesley George Mccain
LAGUNA HILLS, CA
Tracy Ann Kuntz
LAGUNA HILLS, CA

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Research
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