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).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    244
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at Casilio Leitch Investments
Showing 1 - 2 of 2 top financial advisors.
1
Corey C. Casilio
CRD#: 4560030
1990 N.california Blvd, Suite 830, Walnut Creek, CA 94596

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 E. Leitch
CRD#: 4742382
1990 N.california Blvd, Suite 830, Walnut Creek, CA 94596

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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