Codiga Asset Management, Inc.

Codiga Asset Management, Inc. (CRD# 134902) is a financial advisory firm headquartered in , . They manage $1,534,719 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $95,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Codiga Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Barton G. Codiga
CRD#: 2620107
Santa Cruz, CA
93
Wealthminder
score

Barton Codiga (CRD# 2620107) is an Investment Advisor Representative working at Codiga Asset Management, Inc. in Santa Cruz, CA and has over 21 years of experience in the finance industry.

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