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Building 2ALCOSTA CAPITAL MANAGEMENT, INC.

Map pinSAN RAMON, CA
Phone888-267-6729
NotebookSEC #801-121923
Total AUM
$210.2M
Employees
2
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3180 CROW CANYON PL.
SUITE 150
SAN RAMON
CA 94583
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
888-267-6729

ReceiptFinancials

Total AUM
$210.2M
Accounts
121
Discretionary
$210.2M
Accounts
121
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$3.7M
HNW Individual Clients
52
AUM
$203M
Pension/Profit Sharing Plan Clients
2
AUM
$3.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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