Towneley Capital Management Revenue
Investment Management • 
Laguna Hills, California, United States • 11-20 Employees
Towneley Capital Management revenue & valuation
| Annual revenue | $12,500,000 |
| Revenue per employee | $694,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $40,000,000 |
| Total funding | No funding |
Key Contacts at Towneley Capital Management
Scott Monroe
Director Of Advisory Services
Shannon Swift
Director Of Operations
Robyn Clarke
Director Of Fiduciary Services
Company overview
| Headquarters | 23197 La Cadena Drive, Suite 103, Laguna Hills, CA 92653, US |
| Phone number | +18005454442 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Founded | 1971 |
| Employees | 11-20 |
| Socials |
Towneley Capital Management Email Formats
Towneley Capital Management uses 5 email formats. The most common is {first initial} (e.g., j@towneley.com), used 41.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@towneley.com | 41.7% |
{first name} | john@towneley.com | 25% |
{first initial}{last name} | jdoe@towneley.com | 16.7% |
{first name}{last name} | johndoe@towneley.com | 8.3% |
{last name}{last name} | doedoe@towneley.com | 8.3% |
About Towneley Capital Management
Since 1971, Towneley has managed investments as an independent fiduciary advisory firm helping long-term investors thrive. Our unique collection of rigorously tested and refined investment strategies provides diversified, risk-managed exposure to global markets on a fee-only platform for individuals, families, businesses, and non-profit organizations. With a breadth and depth of experience reflected in our 50-year history, our dedicated portfolio managers and advisors at Towneley average 27 years of investment industry experience, including 23 years at our firm. Our strategic investment management approach, along with our independent fiduciary structure, has allowed us to lead individuals and institutions through five decades of volatile markets while providing clear guidance for meeting their long-term goals. In addition to providing individual investors with advice, strategy, and implementation in asset management and holistic financial planning, we also deliver expert guidance and portfolio management to endowments, foundations, and scientific societies. At Towneley, we appreciate that each person and organization we work with has their own distinct needs and challenges. Therefore, we work closely with our clients to help them define their long-term goals and understand the “why” behind those goals. With a keen interest in our clients’ purpose, combined with our proprietary research-centered portfolio management, we intend that all of our clients feel confident that they will successfully achieve their financial goals. Purpose Driven | Research Based | Relationship Focused
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Towneley Capital Management has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Towneley Capital Management has never raised funding before.
Towneley Capital Management Tech Stack
Discover the technologies and tools that power Towneley Capital Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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