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Building 2LONGEVITY CAPITAL MANAGEMENT

Map pinTHOUSAND OAKS, CA
Phone805-917-6771
NotebookSEC #801-129124
Total AUM
$184.2M
Employees
3
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
515 MARIN STREET
SUITE 418
THOUSAND OAKS
CA 91360
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
805-917-6771

ReceiptFinancials

Total AUM
$184.2M
Accounts
254
Discretionary
$172.8M
Accounts
238
Non-Discretionary
$11.4M
Accounts
16

ContactClients

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Individual Clients
17
AUM
$16.6M
HNW Individual Clients
165
AUM
$124.7M
Pension/Profit Sharing Plan Clients
1
AUM
$42.7M
Corporation or Business Clients
5
AUM
$217.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONETX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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