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Building 2LEISURE CAPITAL MANAGEMENT, INC.

Map pinCOSTA MESA, CA
Phone(714) 384-4050
NotebookSEC #801-61416
Total AUM
$874M
Employees
10
Clients
349

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 TOWN CENTER DR.
SUITE 880
COSTA MESA
CA 92626-1989
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(714) 384-4050

ReceiptFinancials

Total AUM
$874M
Accounts
349
Discretionary
$874M
Accounts
349
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
170
AUM
$117.9M
HNW Individual Clients
169
AUM
$727.6M
Charitable Organization Clients
10
AUM
$28.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAPRTX

HandshakeAffiliates

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

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