Investment adviser · CRD 108882

TOWNELEY CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

LAGUNA HILLS, CA, United States · Form ADV filed Dec 19, 2013

Regulatory AUM
$563M
Form ADV · Item 5.F
Client accounts
298
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
10
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 19, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

23197 LA CADENA DRIVE, SUITE 103
LAGUNA HILLS, CA, 92653, United States

CRD 108882

Filing source

Form ADV 770639 · Dec 19, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.