Insights

Independent fiduciary Towneley operates as an independent fiduciary advisory firm with a long track record and fee-only platform, presenting a compelling value proposition for high-net-worth individuals, families, and institutions seeking transparent, objective investment guidance.

Long tenure With 50 years in business and portfolio managers averaging 27 years of industry experience (23 at Towneley), there is a strong credibility signal for prospective clients seeking stability, deep expertise, and trusted long-term relationships.

Diverse client base The firm serves individuals, families, businesses, endowments, foundations, and scientific societies, indicating upsell opportunities across personal planning, asset management, and governance programs for nonprofit and corporate clients.

Holistic solutions Towneley combines investment management with holistic financial planning and strategy implementation, suggesting cross-sell potential for integrated advisory services, including impact/mission-aligned investing for mission-driven entities.

Tech and reach A modern tech stack and multi-channel digital presence (Squarespace, WordPress, cloud, CRM-ready tools) supports scalable client engagement and onboarding, enabling targeted outreach to advisors, wealth managers, and fiduciary committees in the market.

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Towneley Capital Management, Inc. Tech Stack

Towneley Capital Management, Inc. uses 8 technology products and services including Squarespace, WordPress, Squarespace Commerce, and more. Explore Towneley Capital Management, Inc.'s tech stack below.

Squarespace
Content Management System
WordPress
Content Management System
Squarespace Commerce
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
TweenMax
Javascript Frameworks
Modernizr
Javascript Libraries
WP Engine
Platform As A Service

Towneley Capital Management, Inc.'s Email Address Formats

Towneley Capital Management, Inc. uses at least 4 email formats:

Towneley Capital Management, Inc. Email Formats	Example	Percentage
FLast@towneley.com	JDoe@towneley.com	54%
First@towneley.com	John@towneley.com	34%
Middle@towneley.com	Michael@towneley.com	8%
FMLast@towneley.com	JMDoe@towneley.com	4%

Frequently Asked Questions

What is Towneley Capital Management, Inc.'s phone number?

You can contact Towneley Capital Management, Inc.'s main corporate office by phone at

+1-949-837-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Towneley Capital Management, Inc.'s official website and social media links?

Towneley Capital Management, Inc.'s official website is towneley.com and has social profiles on LinkedIn.

How much revenue does Towneley Capital Management, Inc. generate?

As of September 2026, Towneley Capital Management, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Towneley Capital Management, Inc.'s NAICS code?

Towneley Capital Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Towneley Capital Management, Inc. have currently?

As of September 2026, Towneley Capital Management, Inc. has approximately 20 employees across 1 continents, including North America. Key team members include Executive Assistant To Commissioner Howard A. Zucker Managing Director Jd: S. B., Wealth Advisor: C. O. and Portfolio Administrator: C. E. Explore Towneley Capital Management, Inc.'s employee directory with LeadIQ.

What industry does Towneley Capital Management, Inc. belong to?

Towneley Capital Management, Inc. operates in the Investment Management industry.

What technology does Towneley Capital Management, Inc. use?

Towneley Capital Management, Inc.'s tech stack includes Squarespace, WordPress, Squarespace Commerce, Microsoft 365, Google Cloud, TweenMax, Modernizr and WP Engine.

What is Towneley Capital Management, Inc.'s email format?

Towneley Capital Management, Inc.'s email format typically follows the pattern of FLast@towneley.com. Find more Towneley Capital Management, Inc. email formats with LeadIQ.

When was Towneley Capital Management, Inc. founded?

Towneley Capital Management, Inc. was founded in 1971.

Towneley Capital Management, Inc.

Q: What technology does Towneley Capital Management, Inc. use?

Towneley Capital Management, Inc.'s tech stack includes Google Cloud, Choices, Google Analytics, Stimulus, Office 365.

Q: What is Towneley Capital Management, Inc.'s NAICS code?

Towneley Capital Management, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States11-50 Employees

Towneley Capital Management, Inc. operates as an independent fiduciary investment adviser offering a fee-only platform with diversified, risk-managed exposure to global markets through a curated set of tested strategies.
The firm is supported by a team of seasoned portfolio managers and advisors who average 27 years in the investment industry, including 23 years with Towneley.

It provides advice, strategy, and implementation in asset management and holistic financial planning for individuals, and delivers portfolio management and guidance to endowments, foundations, and scientific societies.
Its independent fiduciary structure and research-centered approach aim to help clients define long-term goals and navigate volatility across market cycles.
Based in Laguna Hills, California, the firm traces its history to 1971, reflecting a long-standing presence in the investment management industry.