Ostrofe Financial Consultants Inc.

Ostrofe Financial Consultants Inc. (CRD# 110064) is a financial advisory firm headquartered in Grass Valley, CA. They manage $261,697,000 in 1,431 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
420 Sierra College Drive, Suite 200, Grass Valley, CA 95945
http://ostrofefinancial.com
By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    1,431
    ACCOUNTS
  • Average Account Value
    $182,877
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ostrofe Financial Consultants Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Frederick Fisher, financial advisor Grass Valley CA
Frederick A. Fisher
CRD#: 3075274
420 Sierra College Drive, Suite 200, Grass Valley, CA 95945

Frederick Fisher (CRD# 3075274) is an Investment Advisor Representative working at Ostrofe Financial Consultants Inc. in Grass Valley, CA and has over 25 years of experience in the finance industry.

2
Nathan Leishman, financial advisor Grass Valley CA
Nathan T. Leishman
CRD#: 5711285
565 Brunswick Road, Suite 15, Grass Valley, CA 95945

Nathan Leishman (CRD# 5711285) is an Investment Advisor Representative working at Ostrofe Financial Consultants Inc. in Grass Valley, CA and has over 5 years of experience in the finance industry.

3
Seth Leishman, financial advisor Grass Valley CA
Seth T. Leishman
CRD#: 5095063
420 Sierra College Drive, Suite 200, Grass Valley, CA 95945

Seth Leishman (CRD# 5095063) is an Investment Advisor Representative working at Ostrofe Financial Consultants Inc. in Grass Valley, CA and has over 8 years of experience in the finance industry.

4
Allen Ostrofe, financial advisor Grass Valley CA
Allen F. Ostrofe
CRD#: 1247987
420 Sierra College Drive, Suite 200, Grass Valley, CA 95945

Allen Ostrofe (CRD# 1247987) is an Investment Advisor Representative working at Ostrofe Financial Consultants Inc. in Grass Valley, CA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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