Casilio Leitch Investments

Casilio Leitch Investments (CRD# 173152) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $79,549,274 in 178 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $446,906
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Casilio Leitch Investments
Showing 1 - 2 of 2 top financial advisors.
1
William E. Leitch
CRD#: 4742382
101 Ygnacio Valley Road, Suite 211, Walnut Creek, CA 94596
68
Wealthminder
score

William Leitch (CRD# 4742382) is an Investment Advisor Representative working at Casilio Leitch Investments in Walnut Creek, CA and has over 13 years of experience in the finance industry.

2
Corey C. Casilio
CRD#: 4560030
101 Ygnacio Valley Road, Suite 211, Walnut Creek, CA 94596
58
Wealthminder
score

Corey Casilio (CRD# 4560030) is an Investment Advisor Representative working at Casilio Leitch Investments in Walnut Creek, CA and has over 14 years of experience in the finance industry.

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