TOWNELEY CAPITAL MANAGEMENT, INC. - Financial Advisor in California, Laguna Hills

Tel: 949-837-3580 23197 La Cadena Drive Suite 103 Laguna Hills, California 92653

About TOWNELEY CAPITAL MANAGEMENT, INC.

TOWNELEY CAPITAL MANAGEMENT, INC. is a Laguna Hills, California based financial advisory firm with nearly $882,417,396 in assets under management and provides investment advisory services for 400 clients. There are currently 13 financial advisors at the firm.

General Information

Firm CRD#:

169863

Firm SEC#:

801-78957

Assets Under Management:

$882,417,396

No. of Clients:

400

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (BUSINESS CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?