linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Marr Neumann Leisure

Leisure Capital Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marr? Claim Your Profile

About Marr Neumann Leisure

Marr Neumann Leisure is an investment advisor representative with Leisure Capital Management, Inc. Marr Leisure has been registered with the Securities and Exchange Commission (SEC) since 2004. They are a registered investment advisor in California and a resident investment advisor in Texas. Leisure Capital Management, Inc. is a registered investment advisor with the SEC and manages approximately $703,936,802 in assets. The firm provides investment advisory services to individuals, businesses, and charitable organizations.

Firm Information

Marr Leisure 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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marr Leisure’s Registration & Firm History

CA

11/09/2010 - Present

Leisure Capital Management, Inc. (COSTA MESA CA)

NA

03/06/1987 - 12/31/1990

TRANSAMERICA SECURITIES SALES CORPORATION

NA

12/17/1985 - 12/31/1990

TRANSAMERICA FINANCIAL RESOURCES, INC.

Not sure if Marr Neumann Leisure is right for you?

Licenses & Designations

IA

Issued 06/06/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/1993

Series 2 - Non-Member General Securities Examination

BC

Issued 12/14/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marr Neumann Leisure.
Not sure if Marr Neumann Leisure is right for you?