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Wolfson, Leslie Jay (Isleton)


Wolfson, Leslie Jay is a related adviser based in Isleton. It manages $8 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

Wolfson, Leslie Jay provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wolfson, Leslie Jay: assets under management

The assets under management (AUM) of Wolfson, Leslie Jay is $8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.78 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wolfson, Leslie Jay 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 Isleton

The principal office where Wolfson, Leslie Jay performs its advisory services is located at 111 Oxbow Marina Drive, Isleton, CA 95641, 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 916-760-7757 or by fax 916-993-3177. The normal business hours are 6:30 am to 3 pm on Monday - Friday.


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