Managing Member · Casilio Leitch Investments
Corey C. Casilio
CRD 4560030 · Named on Form ADV at one SEC-registered adviser
At a glance
Casilio Leitch Investments, an SEC-registered wealth manager based in Walnut Creek, CA with $256 million in regulatory assets, lists Corey C. Casilio on its Form ADV as Managing Member, a control person.
Firms and roles
- Casilio Leitch InvestmentsManaging MemberWealth manager · Walnut Creek, CA · $256M in regulatory assets
AtlasMembers
Corey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William E. LeitchManaging Member, CCO, Casilio Leitch Investments
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Corey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.