Towneley Capital Management, Inc.
Towneley Capital Management, Inc. (CRD# 169863) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $882,417,396 in 400 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management882MILLION
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Total Number of Accounts400ACCOUNTS
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Average Account Value$2,206,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, DC, FL, MA, MD, MO, NH, NJ, NY, OR, TN, TX
Robyn Clarke (CRD# 4777111) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 20 years of experience in the finance industry.
Ernest Garrett (CRD# 3187574) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 25 years of experience in the finance industry.
Tracy Kuntz (CRD# 4776854) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.
Wesley McCain (CRD# 4342566) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.
Martin Standish (CRD# 2140841) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 13 years of experience in the finance industry.
Paula Durrant (CRD# 7828551) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.
Scott Monroe (CRD# 2510466) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 26 years of experience in the finance industry.