Towneley Capital Management, Inc.

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$2.6M

Accounts

424

Employees

Advisory reps

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

FINTRX

Overview

Towneley Capital Management, Inc. is an independent registered investment adviser structured as a corporation. The firm is SEC-registered (registered in 2013) and serves both high-net-worth individuals and families as well as institutional clients. Ownership is listed as a combination of a domestic entity and an individual. Towneley charges fees by percentage of assets under management and also offers fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. The firm identifies as an active ESG investor and incorporates ESG considerations into its approach.