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CASILIO LEITCH INVESTMENTS, LLC
CASILIO LEITCH INVESTMENTS, LLC
CASILIO LEITCH INVESTMENTS
WALNUT CREEK, California
·
2 registered advisors
·
CRD# 173152
SEC# 801-110379
0
925-448-2215
01
Firm Overview
AUM
$151M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at CASILIO LEITCH INVESTMENTS, LLC
2 registered advisors
Corey Charles Casilio
WALNUT CREEK, California
CRD# 4560030
William Elton Leitch
WALNUT CREEK, California
CRD# 4742382
05
Office Locations
WALNUT CREEK, California
2 advisors
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Data sourced from SEC Form ADV filings. CASILIO LEITCH INVESTMENTS, LLC (CRD# 173152) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.