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Building 2WOODLAND LEISHMAN & ASSOCIATES

Map pinORCUTT, CA
Phone805-937-4556
NotebookSEC #801-58077
Total AUM
$8.6M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
340 EAST CLARK
ORCUTT
CA 93455
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
805-937-4556

ReceiptFinancials

Total AUM
$8.6M
Accounts
65
Discretionary
$8.6M
Accounts
65
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual 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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