Leisure Capital Management, Inc.

Leisure Capital Management, Inc. (CRD# 120374) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $327,341,446 in 577 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    577
    ACCOUNTS
  • Average Account Value
    $567,316
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH, NV, TX

Financial Advisors at Leisure Capital Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Gideon S. Bernstein
CRD#: 2530560
650 Town Center Dr., Suite 670, Costa Mesa, CA 92626
96
Wealthminder
score

Gideon Bernstein (CRD# 2530560) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 20 years of experience in the finance industry.

2
Marr N. Leisure
CRD#: 1437898
650 Town Center Dr., Suite 670, Costa Mesa, CA 92626
93
Wealthminder
score

Marr Leisure (CRD# 1437898) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 14 years of experience in the finance industry.

3
John H. Schaus
CRD#: 2793259
650 Town Center Dr., Suite 670, Costa Mesa, CA 92626
93
Wealthminder
score

John Schaus (CRD# 2793259) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 20 years of experience in the finance industry.

4
Christina M. Todd
CRD#: 4013808
650 Town Center Dr., Suite 670, Costa Mesa, CA 92626
93
Wealthminder
score

Christina Todd (CRD# 4013808) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 14 years of experience in the finance industry.

5
Patrick M. Maxwell
CRD#: 6384108
650 Town Center Dr., Suite 670, Costa Mesa, CA 92626
90
Wealthminder
score

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.

6
Raymond M. Robinson
CRD#: 5308038
650 Town Center Dr., Suite 670, Costa Mesa, CA 92626
90
Wealthminder
score

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.

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