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LONGEVITY CAPITAL MANAGEMENT

Tel: 805-917-6771
515 Marin Street
Suite 418
Thousand Oaks, California  91360

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LONGEVITY CAPITAL MANAGEMENT

LONGEVITY CAPITAL MANAGEMENT is a Thousand Oaks, California based financial advisory firm with nearly $119,345,664 in assets under management and provides investment advisory services for 146 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (INVESTMENT CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

328283

SEC#:

801-129124

No. of Clients:

146

Assets under Management

$119,345,664

No. of Advisors:

3

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