RIA Intel›Advisers›California›OSTROFE FINANCIAL CONSULTANTS INC

OSTROFE FINANCIAL CONSULTANTS INC

Advisory

N·GRASS VALLEY, CA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Total AUM
$386M
1-Year AUM Growth
+20.7%
3-Year CAGR
+3.8%
Employees
3
Assets Under Management
Total AUM$386M
Discretionary AUM$386M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients506
Team
Total Employees3
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record47
First FilingApr 17, 2001
Latest FilingFeb 3, 2026
🔒 Full AUM trend chart and 47 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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