Unclaimed Profile

Patrick Mitchell Maxwell

LEISURE CAPITAL MANAGEMENT, INC.·COSTA MESA, California

Clean recordLEISURE CAPITAL MANAGEMENT, INC.

650 TOWN CENTER DR., COSTA MESA, CA 92626-1989CRD# 6384108Firm CRD# 120374

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Mitchell Maxwell · COSTA MESA, CA

Registration

CRD #6384108 · LEISURE CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick Mitchell Maxwell 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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

LEISURE CAPITAL MANAGEMENT, INC.

AUM

$704M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6384108

Firm CRD# 120374

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Mitchell Maxwell offer?

Patrick Mitchell Maxwell specializes in Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.

What are Patrick Mitchell Maxwell's credentials?

Patrick Mitchell Maxwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Mitchell Maxwell located?

Patrick Mitchell Maxwell 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 Patrick Mitchell Maxwell charge for services?

Patrick Mitchell Maxwell'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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