NetworkยทVenture Capital

Longevity Capital Management

Unclaimed

๐Ÿ“ THOUSAND OAKS, CA

Venture Capital
www.longevitycapitalmgmt.com/ โ†—

SEC CRD #801-129124

About

Home | Terri McGray 515 Marin Street, Suite 418, Thousand Oaks, CA 91360 (805) 917-6771 info@longevitycapitalmgmt.com Schwab Login Retire with Confidence. Your Goal. Our Purpose. Learn More Comprehensive Financial Planning From the Comfort of Your Home Learn More Fiduciary Asset Management Custom. Active. Personalized. Learn More Who We Serve We serve busy people who don t have time for bad decisions or solutions that are just good enough." CPAs We provide detailed analysis and strategies for discerning clients. Learn more Professionals We offer a powerful and compelling process to build a complete picture. Learn more Women We understand the unique needs and desires for tailored solutions. Learn more YOUR PLAN. YOUR TOMORROW." /> OUR PROCESS. YOUR PLAN. YOUR TOMORROW. It s easier to make smart financial decisions when you have a map of where you re going, and that means much more than selecting investments or managing a portfolio. Learn more about our process and our commitment to making your goals and priorities our most important focus. Ready to get started? We are ready to help. Contact Us Employer Resources We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future. Fiduciary Support When you decide to offer a 401(k) plan, you re offering a great benefit but you re also taking control of some of your employees investments. That s why a duty arises to make sure your company s plan ultimately ends up b

Key Contact

TM

TERRI MCGRAY

PRESIDENT

๐Ÿ“ž (805) 917-6771

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AUM

$184M

Location

THOUSAND OAKS, CA

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