Ostrofe Financial Consultants Inc
Grass Valley, California
5.0
2 Reviews
OSTROFE FINANCIAL CONSULTANTS INC, based out of Grass Valley, CA, is a reputable investment advisory firm with a strong track record in managing assets. With over 320 individual clients, the firm oversees a remarkable $251,076,000 in assets under management. Serving a diverse clientele, Ostrofe Financial Consultants Inc offers a range of comprehensive financial services.
As registered representatives of a broker-dealer and insurance brokers, they possess the expertise to navigate the complexities of the investment landscape. While their expertise extends to managing employer funds, they also specialize in individual accounts and...
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Assets Under Mgmt
$251.08M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
Articles
Articles
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