Unclaimed Profile

Wesley George Mccain

TOWNELEY CAPITAL MANAGEMENT, INC.·LAGUNA HILLS, California

Clean record21 years registeredTOWNELEY CAPITAL MANAGEMENT, INC.

23197 LA CADENA DRIVE, LAGUNA HILLS, CA 92653CRD# 4342566Firm CRD# 169863

Profile Verification

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

Identity

Wesley George Mccain · LAGUNA HILLS, CA

Registration

CRD #4342566 · TOWNELEY CAPITAL MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TOWNELEY CAPITAL MANAGEMENT, INC.

TOWNELEY CAPITAL MANAGEMENT, INC.

Dec 2013 – Jan 2025

LAGUNA HILLS, CA

TOWNELEY CAPITAL MANAGEMENT, INC.

Feb 2005 – Jan 2014

NEW YORK, NY

Registrations & Exams

Registration record

First registered · February 9, 2005

Years registered · 21

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 Wesley George Mccain offer?

Wesley George Mccain specializes in Financial Planning, Investment Management, Wealth Management.

What are Wesley George Mccain's credentials?

Wesley George Mccain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wesley George Mccain located?

Wesley George Mccain is based in LAGUNA HILLS, California, last registered with TOWNELEY CAPITAL MANAGEMENT, INC..

How does Wesley George Mccain charge for services?

Wesley George Mccain'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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