|
⚲
|
| Ostrofe Financial Consultants Inc
✚
|
|
|---|---|
| CRD # | 110064 |
| SEC # | 801-34048 |
| CIK # | |
| AUM | $261.7 MM (2024-02-09) |
| Employees | 10 (30% Investors, 30% Brokers) |
| Phone | 530-273-4425 |
| Address | 420 Sierra College Drive Grass Valley, CA 95945 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 340 | 81.3 |
| (b) Individuals (high net worth individuals) | 130 | 166.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 14.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,431 | 261.7 |
| By Discretionary | ||
| Discretionary | 1,431 | 261.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,431 | 261.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.7 | |
| Total | 1,431 | 261.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Redwood Wealth Management Group LLC
✚
|
NJ | 0.3 |
|
Phillips Wealth Planners LLC
✚
|
MS | 0.3 |
|
Wealth Benefit Advisors LLC
✚
|
TX | 0.3 |
|
MC Byrd Wealth Management LLC
✚
|
TX | 0.3 |
|
Copley Financial Group Inc
✚
|
CA | 0.3 |
|
Warther Private Wealth LLC
✚
|
OH | 0.3 |
|
Prosperity Financial Group Inc
✚
|
CA | 0.3 |
|
Range Financial Group LLC
✚
|
OR | 0.3 |
|
Plum Street Advisors LLC
✚
|
LA | 0.3 |
|
Astor Investment Management LLC
✚
|
IL | 0.3 |