LONGEVITY CAPITAL MANAGEMENT - Financial Advisor in California, Thousand Oaks

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

About 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

Firm CRD#:

328283

Firm SEC#:

801-129124

Assets Under Management:

$119,345,664

No. of Clients:

146

No. of Advisors:

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

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