Ostrofe Financial Consultants Inc
Ostrofe Financial Consultants Inc is an SEC-registered mass-market adviser in Grass Valley, CA with $386.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Ostrofe Financial Consultants Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110064, SEC 801-34048, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $386.4M (2026-02-03)
- Firm type
- Mass-Market Adviser
- Location
- Grass Valley, CA
- Employees
- 9
- Clients
- 568
- CRD
- 110064
- Ownership
- OSTROFE, ALLEN, FRANCIS; OSTROFE, SABINE, LABS; LUM, PATRICIA, ANNE; LEISHMAN, SETH, TYLER
How much AUM does Ostrofe Financial Consultants Inc have?
Ostrofe Financial Consultants Inc reported $386.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Ostrofe Financial Consultants Inc?
Disclosed owners and executives of Ostrofe Financial Consultants Inc include OSTROFE, ALLEN, FRANCIS, OSTROFE, SABINE, LABS, LUM, PATRICIA, ANNE, LEISHMAN, SETH, TYLER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.