Seth
Leishman
Ostrofe Financial Consultants Inc
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About this Advisor
Seth Leishman is a certified financial planner who works in Grass Valley, California with 5 years of industry experience. Leishman works at Ostrofe Financial Consultants Inc. The advisor has gained experience at National Planning Corporation, Lpl Financial LLC and Woodland Leishman & Associates. Leishman has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. Ostrofe Financial Consultants Inc is a company headquartered in Grass Valley, CA. It controls $251 million in assets under management between its 1,399 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,399 client accounts, 30% belong to high-net-worth individuals who have greater than $1 million in assets. Ostrofe Financial Consultants Inc performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which service is provided. However, fees charged by Ostrofe Financial Consultants Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ostrofe Financial Consultants Inc Brokerage Details
$251,076,000
10
1,399
$179,468
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Seth Leishman Work History
Seth has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
National Planning Corporation
National Planning Corporation
National Planning Corporation
Woodland Leishman & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
