Tracy Ann Kuntz

Employer firm

Towneley Capital Management, Inc. CRD 169863

$1.09B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• BUSINESS CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1985 → Present
  Towneley Capital Management, Inc.
  Laguna Hills, CA

Previous Registrations

• 1997-07-08 → 2014-01-31
  Towneley Capital Management, Inc.
  Laguna Hills, CA

Other Businesses

ALLVUZ TECHNOLOGIES, INC., 32409 CALLE PERFECTO, SAN JUAN CAPISTRANO, CA 92675. PROVIDER OF ELECTRONIC SECURITY PRODUCTS AND SERVICES. NOT INVESTMENT RELATED. DIRECTOR SINCE 2015. I DEVOTE 2 HOURS ANNUALLY AND ONE HOUR PER QUARTER TO THIS BUSINESS, NONE OF THIS TIME DURING SECURITIES TRADING HOURS.

Designations

• Certified Financial Planner

Other Names

• Tracy Ann Thatcher
• Tracy Thatcher Kuntz
• Tracy Ann Kuntz
• Tracy A. Kuntz