TOWNELEY CAPITAL MANAGEMENT, INC. of LAGUNA HILLS, CA is an SEC-registered investment adviser (CRD 169863). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Tracy Ann Kuntz | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Wesley George Mccain | TRUSTEE | — |
| Miguel Paredes | TRUSTEE | — |
| Ernest Daniel Garrett | VICE PRESIDENT OF INVESTMENT SERVICES | — |
| MCCAIN WESLEY GEORGE | CHAIRMAN; TRUSTEE; TRUSTEE, MANASTEE RIVER REVOCABLE TRUST | — |
| KUNTZ TRACY ANN | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; TRUSTEE; TRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUST | — |
| SAAKVITNE NICHOLAS LARSEN | TRUSTEE; TRUSTEE, THE TCM EMPLOYEE STOCK OWNERSHIP TRUST | — |
| PAREDES MIGUEL | TRUSTEE | — |
| GARRETT ERNEST DANIEL | VICE PRESIDENT OF INVESTMENT SERVICES | — |