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President, Chief Operating Officer and Chief Compliance Officer · Towneley Capital Management, Inc.

Tracy A. Kuntz

CRD 4776854 · Named on Form ADV at one SEC-registered adviser

At a glance

Towneley Capital Management, Inc., an SEC-registered asset manager based in Laguna Hills, CA with $1.1 billion in regulatory assets, lists Tracy A. Kuntz on its Form ADV as President, Chief Operating Officer and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Tracy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ernest D. GarrettVice President of Investment Services, Towneley Capital Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tracy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.