Alcosta Capital Management, Inc.
Alcosta Capital Management, Inc. (CRD# 128679) is a financial advisory firm headquartered in San Ramon, CA. They manage $173,465,854 in 132 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Alcosta Capital Management, Inc.
By the Numbers
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Total Assets Under Management173MILLION
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Total Number of Accounts132ACCOUNTS
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Average Account Value$1,314,135
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Alcosta Capital Management, Inc.
1
Erick Ormsby (CRD# 2572594) is an Investment Advisor Representative working at Alcosta Capital Management, Inc. in San Ramon, CA and has over 29 years of experience in the finance industry.
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