Unclaimed Profile

Tracy Ann Kuntz

TOWNELEY CAPITAL MANAGEMENT, INC.·LAGUNA HILLS, California

Clean recordTOWNELEY CAPITAL MANAGEMENT, INC.

23197 LA CADENA DRIVE, LAGUNA HILLS, CA 92653CRD# 4776854Firm CRD# 169863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tracy Ann Kuntz · LAGUNA HILLS, CA

Registration

CRD #4776854 · TOWNELEY CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tracy Ann Kuntz 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TOWNELEY CAPITAL MANAGEMENT, INC.

AUM

$882M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4776854

Firm CRD# 169863

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tracy Ann Kuntz offer?

Tracy Ann Kuntz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAGUNA HILLS, California for a consultation.

What are Tracy Ann Kuntz's credentials?

Tracy Ann Kuntz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tracy Ann Kuntz located?

Tracy Ann Kuntz 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 Tracy Ann Kuntz charge for services?

Tracy Ann Kuntz'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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