Carlos
Ortega
Towneley Capital Management, Inc
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About this Advisor
Carlos Ortega is a financial advisor based in Laguna Hills, California, working with Towneley Capital Management, Inc. Carlos has previously held positions at Securian Financial Services Inc, Tax & Financial Group, Uci Hospitality And Dining - Subway, Aramark, True Vision Enterprise, Minnesota Life Insurance Company, La Quinta High School, and Towneley Capital Management, Inc. Carlos has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Carlos is part of Towneley Capital Management, Inc, which operates out of Laguna Hills, California. The firm has 13 employees and manages assets totaling $882.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Towneley Capital Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Towneley Capital Management, Inc Brokerage Details
$882,417,396
13
400
$2,206,043
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Carlos Ortega Work History
Towneley Capital Management, Inc
Securian Financial Services Inc
Tax & Financial Group
Securian Financial Services Inc
Securian Financial Services Inc
Tax & Financial Group
Minnesota Life Insurance Company
Aramark
True Vision Enterprise
Aramark
Uci Hospitality And Dinng - Subway
La Quinta High School
Disclosures
Please visit the SEC profile of Carlos Ortega to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Towneley Capital Management, Inc
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
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