Also known as leisure
Leisure Capital Management is a fee-only wealth management firm based in Costa Mesa, California, founded in 2002. It serves successful professionals and affluent families with complex financial situations. Assets under management are reported at about $874 million. The firm focuses on growing client wealth and builds each plan around the individual's goals rather than a standardized model. Its stated approach centers on a personal, lasting relationship between advisor and client, covering investing, lifestyle and charitable giving objectives.
Public regulatory records matched to Leisure Capital Management from SEC and IRS filings.
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Leisure Capital Management is a wealth manager based in Costa Mesa, United States, managing approximately $874M in assets.
Leisure Capital Management is headquartered in Costa Mesa, United States.
Leisure Capital Management manages approximately $874M in assets under management.
Leisure Capital Management was founded in 2002.
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