SEC CRD #801-78957
Towneley Capital Management 0 Skip to Content login Open Menu Close Menu login Open Menu Close Menu 55 Years Dedicated to Relationships, Trust, Financial Security Your peace of mind is our greatest asset Watch Our 50th Year Anniversary Video Towneley Our Mission Towneley Capital Management, Inc., an SEC- registered* independent investment advisory firm, provides investment counseling, asset management, and financial planning services to individual and institutional clients from every walk of life, on a fee-only basis, and always with the client’s best interest at heart. We opened our doors in 1971. learn more Solutions Overview Solutions for Institutions Solutions for Private Clients SOLUTIONS Overview As fiduciaries, the client’s best interest is always our first priority. We serve both institutions and private clients with investment counseling, asset management, and financial planning mined from scientific and knowledge-based strategies designed to provide diversified exposure to worldwide markets. Contact Us SOLUTIONS FOR INSTITUTIONS Towneley is trusted by institutions as a dependable partner. We assist organizations in the fulfillment of their fiduciary responsibilities, while serving investment management needs, always keeping a stalwart focus on the long-term. Contact Us SOLUTIONS FOR PRIVATE CLIENTS At Towneley, our experience and expertise is skillfully and thoughtfully aligned with family and individual financial resources, needs, and vision. With a long-standing t
TRACY A. KUNTZ
PRESIDENT
📞 (949) 837-3580
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AUM
$1.1B
Location
LAGUNA HILLS, CA
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