Overview
Assets Under Management: $235 million
Headquarters: WALNUT CREEK, CA
Frequently Asked Questions
CASILIO LEITCH INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173152), CASILIO LEITCH INVESTMENTS, LLC is subject to fiduciary duty under federal law.
CASILIO LEITCH INVESTMENTS, LLC is headquartered in WALNUT CREEK, CA.
According to their SEC Form ADV, CASILIO LEITCH INVESTMENTS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CASILIO LEITCH INVESTMENTS, LLC manages $235 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, CASILIO LEITCH INVESTMENTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Total Client Accounts: 325
Discretionary Accounts: 325
Regulatory Filings
CRD Number: 173152
Filing ID: 1963527
Last Filing Date: 2025-03-27 12:59:00
Website: https://clpwm.com