COSTA FINANCIAL GROUP, INC.
CRD #111218 SEC #801-49678 BOCA RATON, FL 561-988-2180
SEC Registered Broker-Dealer
Total AUM
$40M
Discretionary
$35M
Employees
5
Clients
101
Accounts
140
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $40M | $35M | $5M | 5 | -- |
| Feb 2006 | $50M | $45M | $5M | 5 | -- |
| Jul 2004 | $36M | $36M | $0 | 5 | -- |
| Dec 2003 | $28.6M | $28.6M | $0 | 5 | -- |
| May 2002 | $49M | $0 | $49M | 5 | -- |
DateMar 2007
Total AUM$40M
Discretionary$35M
Non-Disc.$5M
Employees5
Clients--
DateFeb 2006
Total AUM$50M
Discretionary$45M
Non-Disc.$5M
Employees5
Clients--
DateJul 2004
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$28.6M
Discretionary$28.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$49M
Discretionary$0
Non-Disc.$49M
Employees5
Clients--