RIA IntelAdvisersCaliforniaTOWNELEY CAPITAL MANAGEMENT, INC.

TOWNELEY CAPITAL MANAGEMENT, INC.

Advisory

N·LAGUNA HILLS, CA

Data as of Dec 19, 2013 · Source: SEC Form ADV

Total AUM
$563M
1-Year AUM Growth
0.0%
3-Year CAGR
+6.6%
Employees
10
Assets Under Management
Total AUM$563M
Discretionary AUM$563M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
Team
Total Employees10
Investment Advisers14
Employee Growth (1Y)
Filing History
Total Filings on Record18
First FilingJan 31, 2001
Latest FilingDec 19, 2013
🔒 Full AUM trend chart and 18 historical filings spanning 12+ years
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Registration
Status
Registration Date
SEC RegisteredYes
Exempt ReportingNo
Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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