|
⚲
|
| Towneley Capital Management Inc
✚
|
|
|---|---|
| CRD # | 169863 |
| SEC # | 801-78957 |
| CIK # | |
| AUM | $1.1 B (2026-04-06) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 949-837-3580 |
| Address | 23197 La Cadena Drive Laguna Hills, CA 92653 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 51.8 |
| (b) Individuals (high net worth individuals) | 61 | 230.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 32.3 |
| (h) Charitable organizations | 15 | 537.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 21.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 29.9 |
| (n) Other | 61 | 190.3 |
| Total | 424 | 1,093.5 |
| By Discretionary | ||
| Discretionary | 424 | 1,093.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 424 | 1,093.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.7 | |
| United States Persons | 1,077.8 | |
| Total | 424 | 1,093.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Minneapolis Portfolio Management Group LLC
✚
|
MN | 1.1 |
|
Cohen Capital Advisors LLC
✚
|
IL | 1.1 |
|
Bruni J V & Co
✚
|
CO | 1.1 |
|
Stage Harbor Financial LLC
✚
|
MA | 1.1 |
|
PKS Advisory Services LLC
✚
|
NY | 1.1 |
|
LWM Advisory Services LLC
✚
|
FL | 1.1 |
|
Jackson Hole Capital Partners LLC
✚
|
OK | 1.1 |
|
Holt Capital Advisors LLC
✚
|
TX | 1.1 |
|
Integrated Investment Consultants LLC
✚
|
MI | 1.1 |
|
CW Investment Advisers LLC
✚
|
CA | 1.1 |