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Building 2CASILIO LEITCH INVESTMENTS

Map pinWALNUT CREEK, CA
Phone925-448-2215
NotebookSEC #801-110379
Total AUM
$256M
Employees
4
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1990 N.CALIFORNIA BLVD
SUITE 830
WALNUT CREEK
CA 94596
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
925-448-2215

ReceiptFinancials

Total AUM
$256M
Accounts
397
Discretionary
$256M
Accounts
397
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
220
AUM
$256M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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