| Name | Title | Ownership | Since |
|---|---|---|---|
| Patricia Anne Lum | Chief Compliance Officer | Under 5% | 2000 |
| Seth Tyler Leishman Control | President | Over 75% | 2018 |
Ostrofe Financial Consultants Inc reports $315.8 million in regulatory assets under management on its Form ADV.
Ostrofe Financial Consultants Inc reports 10 employees.
Ostrofe Financial Consultants Inc is based in Grass Valley, CA and has been SEC-registered since 1989.
Ostrofe Financial Consultants Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 420 Sierra College Drive, Suite 200, Grass Valley, CA 95945 |
| Phone | 530-273-4425 |
| Fax | 530-273-4891 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $315.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $315.8M |