Leisure Capital Management is a fee-only registered investment advisor in Costa Mesa, CA, providing wealth management, portfolio management, and financial planning to individuals and families.
Leisure Capital Management is an independent, fee-only registered investment advisor headquartered in Costa Mesa, California, serving clients throughout Orange County and beyond. Founded in 2002, the firm manages over $800 million in assets for more than 350 individuals, families, and family foundations. Our Investment Committee includes three CFA charterholders and over 100 years of combined investment experience across equities, fixed income, and alternatives. As fiduciaries, we provide perso...
- Orange County, CA, USA
- Newport Beach, CA, USA
- Costa Mesa, CA, USA
- Irvine, CA, USA
- San Diego County, CA, USA
- Los Angeles County, CA, USA
Current Hours
- Sun CLOSED
- Mon 7:00 AM - 5:00 PM
- Tue 7:00 AM - 5:00 PM
- Wed 7:00 AM - 5:00 PM
- Thu 7:00 AM - 5:00 PM
- Fri 7:00 AM - 5:00 PM
- Sat CLOSED
Additional Hours Information
Generally open on days when the NYSE is open.
-
Sun CLOSED
- Location Typeunknown
- Opening Date2002
- Annual Revenue Estimate684530
- SIC Code show
- Employees10 to 19
- Contactsshow
- President Marr Leisure
- Phone 7143844050
- Email [email protected]
- Principal & Chief Investment Officer Gideon Bernstein
- Phone 7143844050
- Email [email protected]
- Principal & Portfolio Manager Raymond Robinson
- Phone 7143844050
- Email [email protected]
- Principal & Senior Investment Officer Patrick Maxwell
- Phone 7143844050
- Email [email protected]