CASILIO LEITCH INVESTMENTS, LLC
Legal name: CASILIO LEITCH INVESTMENTS
CRD #173152 SEC #801-110379 WALNUT CREEK, CA 925-448-2215
SEC Registered
Total AUM
$235.1M
Discretionary
$235.1M
Employees
4
Clients
10
Accounts
325
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $235.1M | $235.1M | $0 | 4 | 0 |
| Apr 2024 | $151.3M | $151.3M | $0 | 4 | 0 |
| Jan 2024 | $151.3M | $151.3M | $0 | 3 | 0 |
| Mar 2023 | $138.3M | $138.3M | $0 | 2 | 0 |
| Aug 2022 | $160.9M | $160.9M | $0 | 2 | 0 |
| Mar 2022 | $160.9M | $160.9M | $0 | 2 | 0 |
| Feb 2022 | $160.9M | $160.9M | $0 | 2 | 0 |
| Feb 2022 | $160.9M | $160.9M | $0 | 2 | 0 |
| Feb 2021 | $141.3M | $141.3M | $0 | 2 | 0 |
| Jun 2020 | $121.8M | $121.8M | $0 | 2 | 0 |
| Mar 2020 | $121.8M | $121.8M | $0 | 2 | 0 |
| Mar 2019 | $130M | $130M | $0 | 2 | 0 |
| Mar 2018 | $131M | $131M | $0 | 2 | 0 |
| Apr 2017 | $129.2M | $129.2M | $0 | 2 | 287 |
| Apr 2017 | $129.2M | $129.2M | $0 | 2 | 287 |
DateMar 2025
Total AUM$235.1M
Discretionary$235.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees2
Clients0
DateApr 2017
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees2
Clients287
DateApr 2017
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees2
Clients287