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Allen Francis Ostrofe

OSTROFE FINANCIAL CONSULTANTS INC·GRASS VALLEY, California
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420 SIERRA COLLEGE DRIVE, GRASS VALLEY, CA 95945CRD# 1247987Firm CRD# 110064
01

About

Allen Francis Ostrofe is a registered financial advisor based in GRASS VALLEY, California, affiliated with OSTROFE FINANCIAL CONSULTANTS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OSTROFE FINANCIAL CONSULTANTS INC
OSTROFE FINANCIAL CONSULTANTS INC
AUM
$262M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at OSTROFE FINANCIAL CONSULTANTS INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1247987
Firm CRD# 110064
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Allen Francis Ostrofe offer?
Allen Francis Ostrofe specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRASS VALLEY, California for a consultation.
What are Allen Francis Ostrofe's credentials?
Allen Francis Ostrofe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Francis Ostrofe located?
Allen Francis Ostrofe is based in GRASS VALLEY, California, working with OSTROFE FINANCIAL CONSULTANTS INC. Their office serves clients in the GRASS VALLEY metropolitan area and surrounding communities.
How does Allen Francis Ostrofe charge for services?
Allen Francis Ostrofe's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OSTROFE FINANCIAL CONSULTANTS INC?
OSTROFE FINANCIAL CONSULTANTS INC has approximately 10 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GRASS VALLEY
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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