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| Towneley Capital Management Inc
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| CRD # | 169863 |
| SEC # | 801-78957 |
| CIK # | |
| AUM | $1.0 B (2025-04-28) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 949-837-3580 |
| Address | 23197 La Cadena Drive Laguna Hills, CA 92653 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 64.9 |
| (b) Individuals (high net worth individuals) | 90 | 391.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 26.6 |
| (h) Charitable organizations | 12 | 509.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 21.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 423 | 1,024.2 |
| By Discretionary | ||
| Discretionary | 423 | 1,024.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 423 | 1,024.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.5 | |
| United States Persons | 1,008.7 | |
| Total | 423 | 1,024.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The de Burlo Group Inc
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|
MA | 1.0 |
|
Topsail Wealth Management LLC
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|
NC | 1.0 |
|
Strategic Wealth Group Registered Investment Advisor LLC
✚
|
MN | 1.0 |
|
Greystone Financial Group LLC
✚
|
MI | 1.0 |
|
Cohalo Advisory LLC
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|
WA | 1.0 |
|
Catalyst Financial Partners LLC
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|
MA | 1.0 |
|
O'Hagan Group Inc
✚
|
PA | 1.0 |
|
Park Piedmont Advisors LLC
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|
IL | 1.0 |
|
Arthur M Cohen & Associates LLC
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|
IL | 1.0 |
|
AB2 Capital Partners LLC
✚
|
FL | 1.0 |