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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ostrofe Financial Consultants Inc
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|---|---|
| CRD # | 110064 |
| SEC # | 801-34048 |
| CIK # | |
| AUM | $315.8 M (2025-02-14) |
| Employees | 10 (30% Investors, 30% Brokers) |
| Phone | 530-273-4425 |
| Address | 420 Sierra College Drive Grass Valley, CA 95945 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 345 | 82.2 |
| (b) Individuals (high net worth individuals) | 150 | 217.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 15.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,526 | 315.8 |
| By Discretionary | ||
| Discretionary | 1,526 | 315.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,526 | 315.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.8 | |
| Total | 1,526 | 315.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crown Wealth Group LLC
✚
|
NC | 0.3 |
|
Discipline Wealth Solutions Inc
✚
|
SC | 0.3 |
|
Resolute Wealth Strategies LLC
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|
MS | 0.3 |
|
Optivest Inc
✚
|
CA | 0.3 |
|
Horizon Investment Services LLC
✚
|
IN | 0.3 |
|
Ascendant Financial Solutions Inc
✚
|
AZ | 0.3 |
|
Entrust Financial LLC
✚
|
PA | 0.3 |
|
Cambridge Financial Group Inc
✚
|
OH | 0.3 |
|
New Wave Wealth Advisors LLC
✚
|
AR | 0.3 |
|
Riverpark Capital Management LLC
✚
|
NY | 0.3 |