Paula
Durrant

Towneley Capital Management, Inc

CRD#7828551
Investment Advisor
in Laguna Hills, CA

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About this Advisor

Paula Durrant is a financial advisor based in Laguna Hills, California, working with Towneley Capital Management, Inc. Paula has previously held positions at Towneley Capital Management, Inc, Austin Capital Trust Company, and Durrant's Accounting Services. Paula is registered to provide services in California and Texas. Currently, Paula 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

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

23197 La Cadena Drive Suite 103
Laguna Hills, CA 92653

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Towneley Capital Management, Inc Brokerage Details

Total Assets Under Management

$882,417,396

CA Average: $7,578,581,321
Total Number of Employees

13

CA Average: 43
Total Number of Accounts

400

CA Average: 3,727
Average Account Size

$2,206,043

CA Average: $2,033,427

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

Paula Durrant Work History

2023 - Present (1 year)

Towneley Capital Management, Inc

2018 - 2023 (5 years)

Austin Capital Trust Company

2005 - 2018 (13 years)

Durrant'S Accounting Services

Disclosures

Please visit the SEC profile of Paula Durrant 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

Omid Eftekhari
Laguna Hills, CA
Martin Standish
Laguna Hills, CA
Carlos Ortega
Laguna Hills, CA
Paula Durrant
Laguna Hills, CA
Scott Monroe
Laguna Hills, CA
Ernest Garrett
Laguna Hills, CA
Robyn Clarke
Laguna Hills, CA
Tracy Kuntz
Laguna Hills, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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