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Home > Retirement Planners > california > grass valley > OSTROFE FINANCIAL CONSULTANTS INC
OSTROFE FINANCIAL CONSULTANTS INC
420 Sierra College Drive
Suite 200
Grass Valley, California 95945
Tel: 530-273-4425
About OSTROFE FINANCIAL CONSULTANTS INC
OSTROFE FINANCIAL CONSULTANTS INC, formally registered with the SEC as OSTROFE FINANCIAL CONSULTANTS INC. The firm was established in 04/21/1989. They have over 1 offices throughout the country.
OSTROFE FINANCIAL CONSULTANTS INC is a Grass Valley, California based Financial Planning firm with nearly $315,789,000 assets under management, offering retirement planning & investment advisory services to 1526 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110064 |
| SEC# | 801-34048 |
| Assets Managed by Firm | $315,789,000 |
| No. of Clients | 1526 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1526 | $315,789,000 |
| Individuals (other than high net worth individuals) | 345 | $82,205,000 |
| High net worth individuals | 150 | $217,832,000 |
| Pension and profit sharing plans | 11 | $15,752,000 |
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|---|---|---|---|
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