Casilio Leitch Investments
Casilio Leitch Investments (CRD# 173152) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $151,324,990 in 244 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Casilio Leitch Investments
By the Numbers
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Total Assets Under Management151MILLION
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Total Number of Accounts244ACCOUNTS
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Average Account Value$620,184
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, UT
Financial Advisors at Casilio Leitch Investments
1
Corey Casilio (CRD# 4560030) is an Investment Advisor Representative working at Casilio Leitch Investments in Walnut Creek, CA and has over 21 years of experience in the finance industry.
2
William Leitch (CRD# 4742382) is an Investment Advisor Representative working at Casilio Leitch Investments in Walnut Creek, CA and has over 20 years of experience in the finance industry.
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