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TOWNELEY CAPITAL MANAGEMENT, INC.
TOWNELEY CAPITAL MANAGEMENT, INC.
LAGUNA HILLS, California
·
1 registered advisor
·
CRD# 108882
SEC# 801-7739
800-545-4442
01
Firm Overview
AUM
$563M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TOWNELEY CAPITAL MANAGEMENT, INC.
1 registered advisor
Noreene Storrie
LAGUNA HILLS, California
CRD# 4798969
05
Office Locations
LAGUNA HILLS, California
1 advisor
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Data sourced from SEC Form ADV filings. TOWNELEY CAPITAL MANAGEMENT, INC. (CRD# 108882) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.