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Home > Retirement Planners > california > costa mesa > LEISURE CAPITAL MANAGEMENT, INC.
LEISURE CAPITAL MANAGEMENT, INC.
650 Town Center Dr.
Suite 880
Costa Mesa, California 92626-1989
Tel: (714) 384-4050
About LEISURE CAPITAL MANAGEMENT, INC.
LEISURE CAPITAL MANAGEMENT, INC, formally registered with the SEC as LEISURE CAPITAL MANAGEMENT, INC. The firm was established in 08/28/2002. They have over 1 offices throughout the country.
LEISURE CAPITAL MANAGEMENT, INC. is a Costa Mesa, California based Financial Planning firm with nearly $703,936,802 assets under management, offering retirement planning & investment advisory services to 324 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120374 |
| SEC# | 801-61416 |
| Assets Managed by Firm | $703,936,802 |
| No. of Clients | 324 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 324 | $703,936,802 |
| Individuals (other than high net worth individuals) | 145 | $80,438,646 |
| High net worth individuals | 166 | $589,280,348 |
| Charitable organizations | 10 | $22,659,595 |
| Corporations or other businesses | Fewer than 5 clients | $11,558,213 |
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