Towneley Capital Management

Towneley Capital Management

Investment Management, Ln Cadena Dr, Laguna Hills, , 92653, California, 23197, United States, 11-50 Employees

towneley.com

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phone no Phone Number: +18*********

Who is TOWNELEY CAPITAL MANAGEMENT

Since 1971, Towneley has managed investments as an independent fiduciary advisory firm helping long-term investors thrive. Our unique collection of rigorously tested and refined investmen...

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  • 23197 Ln Cadena Dr, Laguna Hills, California, 92653, United States Headquarters: 23197 Ln Cadena Dr, Laguna Hills, California, 92653, United States
  • 1971 Date Founded: 1971
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from TOWNELEY CAPITAL MANAGEMENT

Towneley Capital Management Org Chart and Mapping

Employees

Cfp® Robyn Clarke

Director of Fiduciary Services

Scott Monroe

Director of Advisory Services

Tracy Kuntz

President and Chief Compliance Officer

Karmen Younes

Client Service Specialist

Martin Standish

Senior Portfolio Manager

Shannon Swift

Director of Operations

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Frequently Asked Questions Regarding Towneley Capital Management

Answer: Towneley Capital Management's headquarters are located at Ln Cadena Dr, Laguna Hills, , 92653, California, 23197, United States

Answer: Towneley Capital Management's phone number is +18*********

Answer: Towneley Capital Management's official website is https://towneley.com

Answer: Towneley Capital Management's revenue is $10 Million to $25 Million

Answer: Towneley Capital Management's SIC: 6282

Answer: Towneley Capital Management's NAICS: 523940

Answer: Towneley Capital Management has 11-50 employees

Answer: Towneley Capital Management is in Investment Management

Answer: Towneley Capital Management contact info: Phone number: +18********* Website: https://towneley.com

Answer: Since 1971, Towneley has managed investments as an independent fiduciary advisory firm helping long-term investors thrive. Our unique collection of rigorously tested and refined investment strategies provides diversified, risk-managed exposure to global markets on a fee-only platform for individuals, families, businesses, and non-profit organizations. With a breadth and depth of experience reflected in our 50-year history, our dedicated portfolio managers and advisors at Towneley average 27 years of investment industry experience, including 23 years at our firm. Our strategic investment management approach, along with our independent fiduciary structure, has allowed us to lead individuals and institutions through five decades of volatile markets while providing clear guidance for meeting their long-term goals. In addition to providing individual investors with advice, strategy, and implementation in asset management and holistic financial planning, we also deliver expert guidance and portfolio management to endowments, foundations, and scientific societies. At Towneley, we appreciate that each person and organization we work with has their own distinct needs and challenges. Therefore, we work closely with our clients to help them define their long-term goals and understand the why behind those goals. With a keen interest in our clients purpose, combined with our proprietary research-centered portfolio management, we intend that all of our clients feel confident that they will successfully achieve their financial goals. Purpose Driven | Research Based | Relationship Focused | 50 Years Strong

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