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Patrick Mitchell Maxwell

Investment adviser representative at Leisure Capital Management, Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$874MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Leisure Capital Management, Inc.Dec 2014 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (CA).

Leisure Capital Management, Inc.

$874MAssets managed
349Clients
5Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6384108
Firm CRD
120374
Advisor's SEC record (opens in a new tab)
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