Top financial advisors in Grass Valley, CA
We’ve curated a list of the best financial advisors in Grass Valley, take a look at it below
Find an advisor in Grass Valley| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $251,076,000 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in Grass Valley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grass Valley. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Ostrofe Financial Consultants Inc
Ostrofe Financial Consultants Inc is a financial advisory firm based in Grass Valley, California. It currently has approximately $251,076,000 of assets under management and employs about 10 people. Ostrofe Financial Consultants Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$251,076,000
Headcount
10 advisors
Fee structure
A percentage of assets under your management
SEC number
801-34048
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.