Seth
Leishman
Ostrofe Financial Consultants Inc
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About this Advisor
Seth Leishman is a financial advisor based in Grass Valley, California, working with Ostrofe Financial Consultants Inc. Seth has previously held positions at National Planning Corporation, Lpl Financial LLC, and Woodland Leishman & Associates. Seth has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Seth is part of Ostrofe Financial Consultants Inc, which operates out of Grass Valley, California. The firm has 10 employees and manages assets totaling $261.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Ostrofe Financial Consultants Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ostrofe Financial Consultants Inc Brokerage Details
$261,697,000
10
1,431
$182,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Seth Leishman Work History
Lpl Financial LLC
National Planning Corporation
Woodland Leishman & Associates
Disclosures
Please visit the SEC profile of Seth Leishman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ostrofe Financial Consultants Inc
Grass Valley, CA
Grass Valley, CA
Grass Valley, CA
Grass Valley, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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