OSTROFE FINANCIAL CONSULTANTS INC
CRD #110064 SEC #801-34048 GRASS VALLEY, CA 530-273-4425
SEC Registered
Total AUM
$315.8M
Discretionary
$315.8M
Employees
10
Clients
251
Accounts
1,526
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $315.8M | $315.8M | $0 | 10 | 0 |
| Feb 2024 | $261.7M | $261.7M | $0 | 10 | 0 |
| Feb 2023 | $251.1M | $251.1M | $0 | 10 | 0 |
| Feb 2022 | $282.1M | $282.1M | $0 | 10 | 0 |
| Oct 2021 | $243.5M | $243.5M | $0 | 10 | 0 |
| Jun 2021 | $243.5M | $243.5M | $0 | 10 | 0 |
| Jun 2021 | $243.5M | $243.5M | $0 | 10 | 0 |
| Mar 2021 | $243.5M | $243.5M | $0 | 10 | 0 |
| Jun 2020 | $222.4M | $222.4M | $0 | 10 | 0 |
| Mar 2020 | $222.4M | $222.4M | $0 | 10 | 0 |
| Mar 2019 | $228.2M | $176.9M | $51.3M | 10 | 0 |
| Nov 2018 | $220.5M | $136.8M | $83.6M | 10 | 0 |
| Jul 2018 | $220.5M | $136.8M | $83.6M | 11 | 0 |
| Feb 2018 | $220.5M | $136.8M | $83.6M | 11 | 0 |
| Feb 2017 | $191.3M | $126.6M | $64.7M | 11 | 300 |
| May 2016 | $180.2M | $118.2M | $62M | 10 | 300 |
| Feb 2016 | $180.2M | $118.2M | $62M | 10 | 300 |
| Jan 2016 | $180.2M | $118.2M | $62M | 10 | 300 |
| Jun 2015 | $196.9M | $124.7M | $72.2M | 9 | 300 |
| Jul 2014 | $186.8M | $90.1M | $96.7M | 9 | 300 |
| Feb 2014 | $170.6M | $71.5M | $99.1M | 9 | 300 |
| Aug 2013 | $170.6M | $71.5M | $99.1M | 10 | 300 |
| Jul 2013 | $170.6M | $71.5M | $99.1M | 10 | 300 |
| Feb 2013 | $156.1M | $59.6M | $96.5M | 10 | 300 |
| Jul 2012 | $156.1M | $59.6M | $96.5M | 6 | 300 |
| Feb 2012 | $154.9M | $54.9M | $100M | 6 | 300 |
| Jun 2011 | $157.8M | $55.8M | $102M | 10 | -- |
| Jan 2011 | $157.8M | $55.8M | $102M | 10 | -- |
| Jul 2010 | $146M | $50.7M | $95.3M | 10 | -- |
| May 2010 | $146M | $50.7M | $95.3M | 10 | -- |
| Mar 2007 | $31.9M | $0 | $31.9M | 10 | -- |
| Sep 2005 | $31.9M | $0 | $31.9M | 10 | -- |
| Jul 2004 | $31.9M | $0 | $31.9M | 10 | -- |
| Jul 2001 | $160M | $34.7M | $125.3M | 10 | -- |
DateFeb 2025
Total AUM$315.8M
Discretionary$315.8M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$261.7M
Discretionary$261.7M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees10
Clients0
DateFeb 2022
Total AUM$282.1M
Discretionary$282.1M
Non-Disc.$0
Employees10
Clients0
DateOct 2021
Total AUM$243.5M
Discretionary$243.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2021
Total AUM$243.5M
Discretionary$243.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2021
Total AUM$243.5M
Discretionary$243.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$243.5M
Discretionary$243.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$228.2M
Discretionary$176.9M
Non-Disc.$51.3M
Employees10
Clients0
DateNov 2018
Total AUM$220.5M
Discretionary$136.8M
Non-Disc.$83.6M
Employees10
Clients0
DateJul 2018
Total AUM$220.5M
Discretionary$136.8M
Non-Disc.$83.6M
Employees11
Clients0
DateFeb 2018
Total AUM$220.5M
Discretionary$136.8M
Non-Disc.$83.6M
Employees11
Clients0
DateFeb 2017
Total AUM$191.3M
Discretionary$126.6M
Non-Disc.$64.7M
Employees11
Clients300
DateMay 2016
Total AUM$180.2M
Discretionary$118.2M
Non-Disc.$62M
Employees10
Clients300
DateFeb 2016
Total AUM$180.2M
Discretionary$118.2M
Non-Disc.$62M
Employees10
Clients300
DateJan 2016
Total AUM$180.2M
Discretionary$118.2M
Non-Disc.$62M
Employees10
Clients300
DateJun 2015
Total AUM$196.9M
Discretionary$124.7M
Non-Disc.$72.2M
Employees9
Clients300
DateJul 2014
Total AUM$186.8M
Discretionary$90.1M
Non-Disc.$96.7M
Employees9
Clients300
DateFeb 2014
Total AUM$170.6M
Discretionary$71.5M
Non-Disc.$99.1M
Employees9
Clients300
DateAug 2013
Total AUM$170.6M
Discretionary$71.5M
Non-Disc.$99.1M
Employees10
Clients300
DateJul 2013
Total AUM$170.6M
Discretionary$71.5M
Non-Disc.$99.1M
Employees10
Clients300
DateFeb 2013
Total AUM$156.1M
Discretionary$59.6M
Non-Disc.$96.5M
Employees10
Clients300
DateJul 2012
Total AUM$156.1M
Discretionary$59.6M
Non-Disc.$96.5M
Employees6
Clients300
DateFeb 2012
Total AUM$154.9M
Discretionary$54.9M
Non-Disc.$100M
Employees6
Clients300
DateJun 2011
Total AUM$157.8M
Discretionary$55.8M
Non-Disc.$102M
Employees10
Clients--
DateJan 2011
Total AUM$157.8M
Discretionary$55.8M
Non-Disc.$102M
Employees10
Clients--
DateJul 2010
Total AUM$146M
Discretionary$50.7M
Non-Disc.$95.3M
Employees10
Clients--
DateMay 2010
Total AUM$146M
Discretionary$50.7M
Non-Disc.$95.3M
Employees10
Clients--
DateMar 2007
Total AUM$31.9M
Discretionary$0
Non-Disc.$31.9M
Employees10
Clients--
DateSep 2005
Total AUM$31.9M
Discretionary$0
Non-Disc.$31.9M
Employees10
Clients--
DateJul 2004
Total AUM$31.9M
Discretionary$0
Non-Disc.$31.9M
Employees10
Clients--
DateJul 2001
Total AUM$160M
Discretionary$34.7M
Non-Disc.$125.3M
Employees10
Clients--