LONGEVITY CAPITAL MANAGEMENT

515 Marin Street
Suite 418
Thousand Oaks, California 91360
Tel: 805-917-6771

About LONGEVITY CAPITAL MANAGEMENT

LONGEVITY CAPITAL MANAGEMENT, formally registered with the SEC as LONGEVITY CAPITAL MANAGEMENT. The firm was established in 04/03/2024. They have over 1 offices throughout the country.

LONGEVITY CAPITAL MANAGEMENT is a Thousand Oaks, California based Financial Planning firm with nearly $119,345,664 assets under management, offering retirement planning & investment advisory services to 146 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328283
SEC#	801-129124
Assets Managed by Firm	$119,345,664
No. of Clients	146
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (INVESTMENT CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	146	$119,345,664
Individuals (other than high net worth individuals)	17	$7,300,196
High net worth individuals	121	$87,669,875
Pension and profit sharing plans	Fewer than 5 clients	$24,188,642
Corporations or other businesses	5	$186,951

More Retirement Planning firms in Thousand Oaks, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Thousand Oaks, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.