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Leisure Capital Management, Inc.

Headquartered in COSTA MESA, CA

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Firm Information

Leisure Capital Management, Inc. is a registered investment advisor based in Costa Mesa, CA. The firm manages a total of $703,936,802 in assets for 324 clients. They specialize in providing portfolio management services to individuals, businesses, and charitable organizations, including pension consulting and selection of other advisors.

Leisure Capital Management, Inc.

650 TOWN CENTER DR.

COSTA MESA, CA 92626-1989

$703.94M

Assets Under Management

12

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LEISURE CAPITAL MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

COSTA MESA, CA

Advisors at Leisure Capital Management, Inc.

View All 8 Advisors
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John Hayes Schaus

RA

COSTA MESA, CA

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Gideon Samuel Bernstein

CFA®, RA

COSTA MESA, CA

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Avery Douglas Wenck

RA

COSTA MESA, CA

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Marr Neumann Leisure

RA

COSTA MESA, CA

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Raymond Mc ferren Robinson

CFA®, RA

COSTA MESA, CA

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Christina Manalo Todd

RA

COSTA MESA, CA

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Eric Stiles Shute

RA

COSTA MESA, CA

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Patrick Mitchell Maxwell

CFA®, RA

COSTA MESA, CA

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Disclosures

There are no public disclosures for Leisure Capital Management, Inc..

Frequently Asked Questions (7)

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