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Gideon Samuel Bernstein

Leisure Capital Management, Inc.

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About Gideon Samuel Bernstein

Gideon Samuel Bernstein is a registered Investment Advisor Representative with Leisure Capital Management, Inc. in Costa Mesa, CA. Gideon has been with Leisure Capital Management, Inc. since October 2002 and has been registered as an Investment Advisor Representative since 2004. Gideon holds the Series 2, Series 6, and Series 63 licenses. Gideon is also a Chartered Financial Analyst. Leisure Capital Management, Inc. is a Registered Investment Advisor specializing in providing financial services to individuals, corporations, trusts, endowments, charitable organizations, and retirement plans.

Firm Information

Gideon Bernstein is currently registered with Leisure Capital Management, Inc.. 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.

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Gideon Bernstein’s Registration & Firm History

CA

06/02/2021 - Present

Leisure Capital Management, Inc. (COSTA MESA CA)

WI

01/24/1996 - 08/28/1996

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

BC

Issued 01/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/04/1994

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gideon Samuel Bernstein.
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