Unclaimed Profile

Tracy Ann Kuntz

TOWNELEY CAPITAL MANAGEMENT, INC.·LAGUNA HILLS, California

Clean record29 years registeredTOWNELEY 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. · 29 years registered

Brand Profile

Not yet started

Career History

TOWNELEY CAPITAL MANAGEMENT, INC.

Dec 2013 – present

TOWNELEY CAPITAL MANAGEMENT, INC.

Jul 1997 – Jan 2014

LAGUNA HILLS, CA

Registrations & Exams

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOWNELEY CAPITAL MANAGEMENT, INC.

CRD 169863 · SEC 801-78957

AUM

$882M

Regulatory assets under management

Employees

400 client accounts

Services offered by TOWNELEY CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TOWNELEY CAPITAL MANAGEMENT, INC. →

Introduction

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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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