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CASILIO LEITCH INVESTMENTS

Tel: 925-448-2215
1990 N.California Blvd
Suite 830
Walnut Creek, California  94596

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CASILIO LEITCH INVESTMENTS

CASILIO LEITCH INVESTMENTS is a Walnut Creek, California based financial advisory firm with nearly $151,324,990 in assets under management and provides investment advisory services for 244 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

173152

SEC#:

801-110379

No. of Clients:

244

Assets under Management

$151,324,990

No. of Advisors:

4

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