Falists
← Back to search

CASILIO LEITCH INVESTMENTS

CASILIO LEITCH INVESTMENTS, LLC

CRD 173152 · SEC 801-110379

Visit website

1990 N.CALIFORNIA BLVD, SUITE 830, WALNUT CREEK, CA, 94596, United States

Phone

925-448-2215

Fax

925-482-1495

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$256.0M

Discretionary AUM

$256.0M

Team

4 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals220$256.0M

States served

CA, UT

All web addresses on file

Official SEC filing: View on IAPD