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Towneley Capital Management, Inc.

● SEC registered since 2013CRD 169863SEC# 801-78957Laguna Hills, CA
Export (members)
Reg. AUM
$1.02B
Employees
13
Accounts
423
Location
Laguna Hills, CA

Towneley Capital Management, Inc. assets under management

Towneley Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Laguna Hills, CA. The firm has been registered since 2013. It reports $1 billion in regulatory assets under management and employs 13 people.

Towneley Capital Management, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Ernest Daniel Garrett ControlVice President Of Investment ServicesUnder 5%2013
Manastee River Revocable TrustTrust10-25%2013
The Tcm Employee Stock Ownership Trust ControlTrustOver 75%2013
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Frequently asked questions

How much does Towneley Capital Management, Inc. manage?

Towneley Capital Management, Inc. reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Towneley Capital Management, Inc. have?

Towneley Capital Management, Inc. reports 13 employees.

Where is Towneley Capital Management, Inc. located?

Towneley Capital Management, Inc. is based in Laguna Hills, CA and has been SEC-registered since 2013.

Does Towneley Capital Management, Inc. disclose fund performance?

Towneley Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23197 la Cadena Drive, Suite 103, Laguna Hills, CA 92653
Phone949-837-3580
Fax949.323.8537
Office hours8:00a.m.-5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.02B
Non-discretionary$0
Total (RAUM)$1.02B