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Building 2TOWNELEY CAPITAL MANAGEMENT, INC.

Map pinLAGUNA HILLS, CA
Phone800-545-4442
NotebookSEC #801-7739
Total AUM
$563.4M
Employees
14
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23197 LA CADENA DRIVE
SUITE 103
LAGUNA HILLS
CA 92653
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
800-545-4442

ReceiptFinancials

Total AUM
$563.4M
Accounts
298
Discretionary
$563.4M
Accounts
298
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNHNYTX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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