Longevity Capital Management

Longevity Capital Management (CRD# 328283) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $119,345,664 in 146 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
515 Marin Street, Suite 418, Thousand Oaks, CA 91360
https://www.longevitycapitalmgmt.com/
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $817,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, NE, NH, TX

Financial Advisors at Longevity Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Terri McGray, financial advisor Thousand Oaks CA
Terri A. McGray
CRD#: 1906340
515 Marin Street, Suite 418, Thousand Oaks, CA 91360

Terri McGray (CRD# 1906340) is an Investment Advisor Representative working at Longevity Capital Management in Thousand Oaks, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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