← Back to searchVisit website
TOWNELEY CAPITAL MANAGEMENT, INC.
CRD 169863 · SEC 801-78957
23197 LA CADENA DRIVE, SUITE 103, LAGUNA HILLS, CA, 92653, United States
Phone
949-837-3580
Fax
949.323.8537
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.09B
Discretionary AUM
$1.09B
Team
12 total employees; 8 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingBUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $51.8M |
| High net worth individuals | 61 | $230.7M |
| Pension/profit sharing plans | 5 | $32.3M |
| Charitable organizations | 15 | $537.5M |
| Insurance companies | 1 | $21.1M |
| Corporations/business entities | 4 | $29.9M |
States served
CA, DE, MD, MA, NJ, NY, OR, TN, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD