CASILIO LEITCH INVESTMENTS

1990 N.California Blvd
Suite 830
Walnut Creek, California 94596
Tel: 925-448-2215

About CASILIO LEITCH INVESTMENTS

CASILIO LEITCH INVESTMENTS, formally registered with the SEC as CASILIO LEITCH INVESTMENTS. The firm was established in 04/24/2017. They have over 1 offices throughout the country.

CASILIO LEITCH INVESTMENTS is a Walnut Creek, California based Financial Planning firm with nearly $151,324,990 assets under management, offering retirement planning & investment advisory services to 244 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173152
SEC#	801-110379
Assets Managed by Firm	$151,324,990
No. of Clients	244
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	244	$151,324,990
Individuals (other than high net worth individuals)	124	$151,324,990

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