COSTA FINANCIAL GROUP, INC.

COSTA FINANCIAL GROUP, INC. of BOCA RATON, FL is an SEC-registered investment adviser (CRD 111218). Regulatory assets under management: $40.0M.

Registration

• CRD: 111218
• SEC file number: 801-49678
• Type: Registered investment adviser
• Location: 6699 NORTH FEDERAL HIGHWAY, SUITE 103, BOCA RATON, FL, 33487
• Phone: 561-988-2180
• Latest filing: 2007-03-14
• Regulatory AUM: $40.0M
• Discretionary AUM: $35.0M
• Non-discretionary AUM: $5.0M
• Clients: 1
• Accounts: 140

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 111218 on SEC IAPD (source of record)
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