Matthew BalakerCRD Number: 3101731
Current Firm: Towneley Capital Management, Inc.
Matthew Balaker (CRD# 3101731) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 3 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Towneley Capital Management, Inc.||Laguna Hills, CA||Sep 2014 - Current||3|
|Unemployed||Mountain View, CA||Feb 2013 - Sep 2014||1|
|Micro Pipe Fund I, LLC||Oceanside, CA||Oct 2012 - Jan 2013||< 1|
|Mickelson Investment Management||Oceanside, CA||May 2009 - Sep 2012||3|
|Bristol Capital Advisors, LLC||Los Angeles, CA||Nov 2001 - Apr 2009||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management612MILLIONS
Total Number of Accounts310ACCOUNTS
Average Account Value$1,975,315
- 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
CA, DC, FL, MA, MO, NH, NJ, NY, TX