Towneley Capital Management, Inc.
Firm details
- Headquarters
- Laguna Hills, California
- CRD number
- 169863
- Registered since
- December 19, 2013
- Website
- www.towneley.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations49.15%
- HNWI21.1%
- Other17.4%
- Individuals4.74%
- Pension & Profit Sharing Plans2.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Towneley Capital Management, Inc. is an independent, SEC-registered investment adviser (registered with the SEC in 2013) organized as a corporation that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management across individual, small-business and institutional mandates, and it provides pension consulting services. Its fee arrangements include both a percentage-of-assets model and fixed fees. Towneley identifies as an active ESG investor and incorporates environmental, social, or governance considerations into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 7
Omid Eftekhari
Institutional StrategistCRD 5701936
Tracy Kuntz
PresidentCRD 4776854
Robyn Clarke
Director of Fiduciary ServicesCRD 4777111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$503M in ETFs
77%
$390M
23%
$114M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $169M | 451,179 | 33.54% |
Location
Laguna Hills, CA
Orange
Location
Laguna Hills, CA
Headquartered in Laguna Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 23197 Lane Cadena Dr
- Time zone
- PT (UTC-8)
- Office locations
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