TOWNELEY CAPITAL MANAGEMENT, INC.

23197 La Cadena Drive
Suite 103
Laguna Hills, California 92653
Tel: 949-837-3580

About TOWNELEY CAPITAL MANAGEMENT, INC.

TOWNELEY CAPITAL MANAGEMENT, INC, formally registered with the SEC as TOWNELEY CAPITAL MANAGEMENT, INC. The firm was established in 12/19/2013. They have over 1 offices throughout the country.

TOWNELEY CAPITAL MANAGEMENT, INC. is a Laguna Hills, California based Financial Planning firm with nearly $882,417,396 assets under management, offering retirement planning & investment advisory services to 400 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169863
SEC#	801-78957
Assets Managed by Firm	$882,417,396
No. of Clients	400
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (BUSINESS CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	400	$882,417,396
Individuals (other than high net worth individuals)	98	$51,055,709
High net worth individuals	91	$308,754,674
Pension and profit sharing plans	Fewer than 5 clients	$26,772,962
Charitable organizations	10	$438,491,225
Corporations or other businesses	4	$34,842,996

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