Alcosta Capital Management, Inc.
Alcosta Capital Management, Inc. (CRD# 128679) is a financial advisory firm headquartered in San Ramon, CA. They manage $64,064,969 in 126 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management64MILLION
Total Number of Accounts126ACCOUNTS
Average Account Value$508,452
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Erick Ormsby (CRD# 2572594) is an Investment Advisor Representative working at Alcosta Capital Management, Inc. in San Ramon, CA and has over 23 years of experience in the finance industry.