Dransfeldt Vernon Leroy (Camarillo)


Dransfeldt Vernon Leroy is an adviser based in Camarillo. It manages $19.42 million of regulatory assets for 226 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Dransfeldt Vernon Leroy provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dransfeldt Vernon Leroy: assets under management

The assets under management (AUM) of Dransfeldt Vernon Leroy is $19.42 million. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.85 million in discretionary accounts and $5.57 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $309.44 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dransfeldt Vernon Leroy for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Camarillo

The principal office where Dransfeldt Vernon Leroy performs its advisory services is located at 11648 Barranca Road, Camarillo, CA 93012 8713, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-491-3245 or by fax 805-491-3975. The normal business hours are 7am-4pm;fri 7am-2pm on Monday - Friday.