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ALCOSTA CAPITAL MANAGEMENT, INC.

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

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ALCOSTA CAPITAL MANAGEMENT, INC.

ALCOSTA CAPITAL MANAGEMENT, INC. is a San Ramon, California based financial advisory firm with nearly $173,465,854 in assets under management and provides investment advisory services for 132 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM

Firm CRD#:

128679

SEC#:

801-121923

No. of Clients:

132

Assets under Management

$173,465,854

No. of Advisors:

2

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