Overview
Assets Under Management: $316 million
Headquarters: GRASS VALLEY, CA
High-Net-Worth Clients: 150
Average Client Assets: $1 million
Frequently Asked Questions
OSTROFE FINANCIAL CONSULTANTS INC 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 #110064), OSTROFE FINANCIAL CONSULTANTS INC is subject to fiduciary duty under federal law.
OSTROFE FINANCIAL CONSULTANTS INC is headquartered in GRASS VALLEY, CA.
OSTROFE FINANCIAL CONSULTANTS INC serves 150 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, OSTROFE FINANCIAL CONSULTANTS INC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
OSTROFE FINANCIAL CONSULTANTS INC manages $316 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, OSTROFE FINANCIAL CONSULTANTS INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.98
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,526
Discretionary Accounts: 1,526
Regulatory Filings
CRD Number: 110064
Last Filing Date: 2025-02-14 00:00:00
Website: https://lpl.com