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OSTROFE FINANCIAL CONSULTANTS INC
CRD 110064 · SEC 801-34048
420 SIERRA COLLEGE DRIVE, SUITE 200, GRASS VALLEY, CA, 95945, United States
Phone
530-273-4425
Fax
530-273-4891
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$386.4M
Discretionary AUM
$386.4M
Team
9 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 414 | $107.5M |
| High net worth individuals | 143 | $255.8M |
| Pension/profit sharing plans | 11 | $23.1M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD