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Building 2COSTA FINANCIAL GROUP, INC.

Map pinBOCA RATON, FL
Phone561-988-2180
NotebookSEC #801-49678
Total AUM
$40M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6751 NORTH FEDERAL HIGHWAY
SUITE100
BOCA RATON
FL 33487
USA
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
561-988-2180

ReceiptFinancials

Total AUM
$40M
Accounts
140
Discretionary
$35M
Accounts
125
Non-Discretionary
$5M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMANYOHPA

HandshakeAffiliates

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

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