ALCOSTA CAPITAL MANAGEMENT, INC.

3180 Crow Canyon Pl.
Suite 150
San Ramon, California 94583
Tel: 888-267-6729

About ALCOSTA CAPITAL MANAGEMENT, INC.

ALCOSTA CAPITAL MANAGEMENT, INC, formally registered with the SEC as ALCOSTA CAPITAL MANAGEMENT, INC. The firm was established in 07/30/2021. They have over 1 offices throughout the country.

ALCOSTA CAPITAL MANAGEMENT, INC. is a San Ramon, California based Financial Planning firm with nearly $173,465,854 assets under management, offering retirement planning & investment advisory services to 132 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128679
SEC#	801-121923
Assets Managed by Firm	$173,465,854
No. of Clients	132
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	132	$173,465,854
Individuals (other than high net worth individuals)	11	$7,455,730
High net worth individuals	52	$163,077,474
Pension and profit sharing plans	2	$2,932,650

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