Leisure Capital Management, Inc.

Leisure Capital Management, Inc. (CRD# 120374) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $703,936,802 in 324 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    704
    MILLION
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $2,172,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, PR, TX

Financial Advisors at Leisure Capital Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Gideon S. Bernstein
CRD#: 2530560
650 Town Center Dr., Suite 880, Costa Mesa, CA 92626

Gideon Bernstein (CRD# 2530560) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 28 years of experience in the finance industry.

2
Marr N. Leisure
CRD#: 1437898
650 Town Center Dr., Suite 880, Costa Mesa, CA 92626

Marr Leisure (CRD# 1437898) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 21 years of experience in the finance industry.

3
Patrick M. Maxwell
CRD#: 6384108
650 Town Center Dr., Suite 880, Costa Mesa, CA 92626

Patrick Maxwell (CRD# 6384108) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has 1 year of experience in the finance industry.

4
Raymond M. Robinson
CRD#: 5308038
650 Town Center Dr., Suite 880, Costa Mesa, CA 92626

Raymond Robinson (CRD# 5308038) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has 1 year of experience in the finance industry.

5
John H. Schaus
CRD#: 2793259
650 Town Center Dr., Suite 880, Costa Mesa, CA 92626

John Schaus (CRD# 2793259) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 27 years of experience in the finance industry.

6
Eric S. Shute
CRD#: 6256163
650 Town Center Dr., Suite 880, Costa Mesa, CA 92626

Eric Shute (CRD# 6256163) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 10 years of experience in the finance industry.

7
Christina M. Todd
CRD#: 4013808
650 Town Center Dr., Suite 880, Costa Mesa, CA 92626

Christina Todd (CRD# 4013808) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 21 years of experience in the finance industry.

8
Avery D. Wenck
CRD#: 6852928
650 Town Center Dr., Suite 880, Costa Mesa, CA 92626

Avery Wenck (CRD# 6852928) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 6 years of experience in the finance industry.

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