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Building 2TOWNELEY CAPITAL MANAGEMENT, INC.

Map pinLAGUNA HILLS, CA
Phone949-837-3580
NotebookSEC #801-78957
Total AUM
$1.1B
Employees
12
Clients
240

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
949-837-3580

ReceiptFinancials

Total AUM
$1.1B
Accounts
424
Discretionary
$1.1B
Accounts
424
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$51.8M
HNW Individual Clients
61
AUM
$230.7M
Pension/Profit Sharing Plan Clients
5
AUM
$32.3M
Charitable Organization Clients
15
AUM
$537.5M
Insurance Company Clients
1
AUM
$21.1M
Corporation or Business Clients
4
AUM
$29.9M
Other Clients
61
AUM
$190.3M
Description of Other Clients
IRREVOCABLE TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLMAMDMONHNJNYORTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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