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Anne Porter Leisure

LEISURE CAPITAL MANAGEMENT, INC.·COSTA MESA, California
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650 TOWN CENTER DR., COSTA MESA, CA 92626-1989CRD# 6459782Firm CRD# 120374
01

About

Anne Porter Leisure is a registered financial advisor based in COSTA MESA, California, affiliated with LEISURE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
LEISURE CAPITAL MANAGEMENT, INC.
LEISURE CAPITAL MANAGEMENT, INC.
AUM
$704M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LEISURE CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6459782
Firm CRD# 120374
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anne Porter Leisure offer?
Anne Porter Leisure specializes in Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.
What are Anne Porter Leisure's credentials?
Anne Porter Leisure is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Porter Leisure located?
Anne Porter Leisure is based in COSTA MESA, California, working with LEISURE CAPITAL MANAGEMENT, INC.. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.
How does Anne Porter Leisure charge for services?
Anne Porter Leisure's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEISURE CAPITAL MANAGEMENT, INC.?
LEISURE CAPITAL MANAGEMENT, INC. has approximately 10 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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