Overview
Assets Under Management: $173 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 56
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.76
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 132
Discretionary Accounts: 132
Regulatory Filings
CRD Number: 128679
Last Filing Date: 2024-03-27 00:00:00
Website: https://alcostacapital.com