TOWNELEY CAPITAL MANAGEMENT, INC.

LAGUNA HILLS, California·3 registered advisors·CRD# 169863
SEC# 801-789570949-837-3580
01

Firm Overview

AUM
$882M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
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.

3 registered advisors
Ernest Daniel Garrett
LAGUNA HILLS, California
Tracy Ann Kuntz
LAGUNA HILLS, California
Wesley George Mccain
LAGUNA HILLS, California
05

Office Locations

LAGUNA HILLS, California
3 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.