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Longevity Capital Management

Headquartered in THOUSAND OAKS, CA

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Firm Information

Longevity Capital Management is an investment advisor based in THOUSAND OAKS, CA, with $119,345,664 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and investment consulting services. Longevity Capital Management primarily serves high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans.

Longevity Capital Management

515 MARIN STREET

THOUSAND OAKS, CA 91360

$119.35M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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investment consulting services

Investment consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (1)

LONGEVITY CAPITAL MANAGEMENT has a total of 1 branch locations across the country.
location

THOUSAND OAKS, CA

Advisors at Longevity Capital Management

View All 1 Advisors
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Terri Ann McGray

CFP®, RA

THOUSAND OAKS, CA

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Disclosures

There are no public disclosures for Longevity Capital Management.

Frequently Asked Questions (7)

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