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Building 2OSTROFE FINANCIAL CONSULTANTS INC

Map pinGRASS VALLEY, CA
Phone530-273-4425
NotebookSEC #801-34048
Total AUM
$386.4M
Employees
9
Clients
568

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 SIERRA COLLEGE DRIVE
SUITE 200
GRASS VALLEY
CA 95945
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
530-273-4425

ReceiptFinancials

Total AUM
$386.4M
Accounts
1,625
Discretionary
$386.4M
Accounts
1,625
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
414
AUM
$107.5M
HNW Individual Clients
143
AUM
$255.8M
Pension/Profit Sharing Plan Clients
11
AUM
$23.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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