AMERICA COSTONE INVESTMENT ADVISERS INC.

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
328134
Registered since
August 21, 2023

Firm profile

FINTRX

Overview

America Costone Investment Advisers Inc. is a corporate investment adviser registered with the SEC in 2023. The firm is owned by a combination of a foreign entity and an individual and is classified as unclassified in the provided snapshot. It lists its industry affiliation as "Other Investment Adviser" and is not identified as a capital allocator, active ESG investor, multi-state adviser, pension consultant, or related adviser. Available information indicates the firm operates primarily through private funds rather than traditional retail or institutional advisory accounts. The absence of reported advisory clients and the presence of multiple private equity funds suggest the organization’s activity centers on managing pooled vehicles and direct private-market investments rather than discretionary household asset allocation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Wei ZHANG

    DirectorCRD 7798099

  • Shuang Ning Wu

    DirectorCRD 8150098

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALO ALTO, CA

SAN MATEO

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
Geng Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth