TOWNELEY CAPITAL MANAGEMENT, INC.
Laguna Hills, CA
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
949-837-3580
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, LAGUNA HILLS
5 advisers found
OPTIMIZE FINANCIAL INC.
Laguna Hills, CA
AUM
$221.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
949-471-0000
PACIFIC PARK FINANCIAL, INC.
Laguna Hills, CA
AUM
$221.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
949-600-6294
EMBARCADERO CAPITAL ADVISORS, INC.
Laguna Hills, CA
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
949-371-9796
ADVISORS ON CALL
Laguna Hills, CA
AUM
$47.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
562-287-2665