Casilio Leitch Investments

$256MAssets under management
as of Feb 2026 · SEC Form ADV
Walnut Creek, CA
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Tech stack

No one at Casilio Leitch Investments has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Casilio Leitch Investments's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $131M held · filed Apr 2024