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Leisure Capital Management, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on June 16, 2019
    • $364.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 269
      Accounts
    • $1.4M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Raymond Mc Ferren Robinson
December 2007
Patrick Mitchell Maxwell
August 2014
Christina Manalo Todd
March 2015
John Hayes Schaus
May 2010
Avery Douglas Wenck
July 2019

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Marr Neumann Leisure President, Cco, Cio, Co-Trustee Of The Leisure Family Trust Dated 05/19/1995 March, 2002 75% or more
    Anne Porter Leisure Co-Trustee Of The Leisure Family Trust Dated 05/19/1995 March, 2002 75% or more
    Raymond Mc Ferren Robinson Treasurer, Board Of Directors December, 2011 10% to 25%
    Gideon Samuel Bernstein Secretary/Board Of Directors (Since 2011), Co-Trustee Of The Bernstein Family Trust Dated 12/17/2010 (Since 2014) December, 2011 10% to 25%
    Jeanne Ellen Pepper Co-Trustee Of The Bernstein Family Trust Dated 12/17/2010 August, 2014 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges