Cottingham Management Company, LLC

Cottingham Management Company, LLC (CRD# 134276) is a financial advisory firm headquartered in Carlsbad, CA. They manage $12,990,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.


Financial Advisors at Cottingham Management Company, LLC
Showing 1 - 1 of 1 top financial advisors.
Stephen P. Bick
CRD#: 2060637
2888 Loker Ave. East, Suite 210d, Carlsbad, CA 92010

Stephen Bick (CRD# 2060637) is an Investment Advisor Representative working at Cottingham Management Company, LLC in Carlsbad, CA and has over 27 years of experience in the finance industry.

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