TOWNELEY CAPITAL MANAGEMENT, INC.

LAGUNA HILLS, California·5 registered advisors·CRD# 169863
SEC# 801-789570949-837-3580
01

Firm Overview

AUM
$882M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TOWNELEY CAPITAL MANAGEMENT, INC.

5 registered advisors
Ernest Daniel Garrett
LAGUNA HILLS, California
Miguel Paredes
LAGUNA HILLS, California
Nicholas Larsen Saakvitne
LAGUNA HILLS, California
Tracy Ann Kuntz
LAGUNA HILLS, California
Wesley George Mccain
LAGUNA HILLS, California
05

Office Locations

LAGUNA HILLS, California
5 advisors

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Data sourced from SEC Form ADV filings. TOWNELEY CAPITAL MANAGEMENT, INC. (CRD# 169863) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.