Towneley Capital Management, Inc.

Towneley Capital Management, Inc. (CRD# 169863) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $882,417,396 in 400 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    882
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $2,206,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, MO, NH, NJ, NY, OR, TN, TX

Financial Advisors at Towneley Capital Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Robyn L. Clarke
CRD#: 4777111
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653

Robyn Clarke (CRD# 4777111) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 19 years of experience in the finance industry.

2
Ernest D. Garrett
CRD#: 3187574
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653

Ernest Garrett (CRD# 3187574) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 25 years of experience in the finance industry.

3
Tracy A. Kuntz
CRD#: 4776854
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653

Tracy Kuntz (CRD# 4776854) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.

4
Wesley G. McCain
CRD#: 4342566
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653

Wesley McCain (CRD# 4342566) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.

5
Martin D. Standish
CRD#: 2140841
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653

Martin Standish (CRD# 2140841) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 13 years of experience in the finance industry.

6
Paula Durrant
CRD#: 7828551
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653

Paula Durrant (CRD# 7828551) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.

7
Scott J. Monroe
CRD#: 2510466
23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653

Scott Monroe (CRD# 2510466) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 25 years of experience in the finance industry.

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