Omid Eftekhari
Investment adviser representative at Towneley Capital Management, Inc.
13 yearsExperience
2 statesRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Towneley Capital Management, Inc.Dec 2022 to now
- UnemployedAug 2022 to Dec 2022
- Blackrock Investments, LLCJan 2013 to Aug 2022
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Towneley Capital Management, Inc.
$1.1BAssets managed
240Clients
7Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5701936
- Firm CRD
- 169863