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 21 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 15 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 21 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 15 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.