Longevity Capital Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

515 Marin St Ste 418, Thousand Oaks, Cal...

Phone Number

(805) 917-6771

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Longevity Capital Management

Longevity Capital Management LLC specializes in comprehensive financial planning and fiduciary asset management tailored for busy professionals, women, and CPAs. The company focuses on providing personalized strategies and insights to help clients make informed financial decisions. They also offer resources such as the Employee Retirement University to educate clients and their employees on retirement planning. With a commitment to cost efficiency and client empowerment, Longevity Capital aims to enhance financial well-being and sustainability.Explore more
Popular SearchesLongevity Capital Management LLCLongevity Capital ManagementllcLongevity Capital Management LLClongevitycapitalmgmt.comSIC Code 62,628NAICS Code 52,523Show more

Longevity Capital Management Org Chart

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President, Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Longevity Capital Managem...

<$5M
1-10
Private
<$5M
2018
TM
Terri McGrayPresident, Wealth Management
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
1998
DA
David AllairePresident & Portfolio Manager
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2020
JB
Joan BernsteinFinancial Advisor
<$5M
1-10
Private
-
2004
BM
Benjamin MonrealFinancial Consultant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Longevity Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Longevity Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Longevity Capital Management.

Longevity Capital Management financials insights

Gather financial insights about Longevity Capital Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$26K

See All Longevity Capital Management's Financials Insights

Longevity Capital Management Tech Stack

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Frequently Asked Questions Regarding Longevity Capital Management

What is Longevity Capital Management's official website?
Longevity Capital Management's official website is www.longevitycapitalmgmt.com
What is Longevity Capital Management's Revenue?
Longevity Capital Management's revenue is <$5 Million
What is Longevity Capital Management's SIC code?
Longevity Capital Management's SIC: 62,628
What is Longevity Capital Management's NAICS code?
Longevity Capital Management's NAICS: 52,523
How many employees does Longevity Capital Management have?
Longevity Capital Management has 1-10 employees
What industry does Longevity Capital Management belong to?
Longevity Capital Management is in the industry of: Finance, Securities Trading
What is Longevity Capital Management competition?
Longevity Capital Management top competitors include: Ivory Wealth Management, The Retirement Planning, Freedom Wealth Management, Benjamin Monreal
What technology does Longevity Capital Management use?
Some of the popular technologies that Longevity Capital Management uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Microsoft 365
How do I contact Longevity Capital Management?
Longevity Capital Management contact info: Phone number: (805) 917-6771 Website: www.longevitycapitalmgmt.com
What does Longevity Capital Management do?

Longevity Capital Management LLC specializes in comprehensive financial planning and fiduciary asset management tailored for busy professionals, women, and CPAs. The company focuses on providing personalized strategies and insights to help clients make informed financial decisions. They also offer resources such as the Employee Retirement Universit... y to educate clients and their employees on retirement planning. With a commitment to cost efficiency and client empowerment, Longevity Capital aims to enhance financial well-being and sustainability.Read More

Is Longevity Capital Management a public company?
Longevity Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Longevity Capital Management

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