AdvisorOS Directory
Claim Profile
WL

William Elton Leitch

CASILIO LEITCH INVESTMENTS, LLC·WALNUT CREEK, California
Unclaimed Profile
1990 N.CALIFORNIA BLVD, WALNUT CREEK, CA 94596CRD# 4742382Firm CRD# 173152
01

About

William Elton Leitch is a registered financial advisor based in WALNUT CREEK, California, affiliated with CASILIO LEITCH INVESTMENTS, LLC. 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
CASILIO LEITCH INVESTMENTS, LLC
CASILIO LEITCH INVESTMENTS
AUM
$151M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CASILIO LEITCH INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4742382
Firm CRD# 173152
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Elton Leitch offer?
William Elton Leitch specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.
What are William Elton Leitch's credentials?
William Elton Leitch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Elton Leitch located?
William Elton Leitch is based in WALNUT CREEK, California, working with CASILIO LEITCH INVESTMENTS, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does William Elton Leitch charge for services?
William Elton Leitch'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 CASILIO LEITCH INVESTMENTS, LLC?
CASILIO LEITCH INVESTMENTS, LLC has approximately 4 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CASILIO LEITCH INVESTMENTS, LLC

Corey Charles Casilio
WALNUT CREEK, CA

More Advisors in WALNUT CREEK, California

Alexis Brinck Stice
DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, CA
Michael Allen Yoshikami
DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, CA
James Blair Luippold
CASTLE ROCK WEALTH MANAGEMENT, LLC·WALNUT CREEK, CA
Damien Saul Couture
JBC FINANCIAL GROUP, INC.·WALNUT CREEK, CA
Amy Marie Langell
ECHO45 ADVISORS LLC·WALNUT CREEK, CA
Bernard Louis Smit
JBC FINANCIAL GROUP, INC.·WALNUT CREEK, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile