I
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
10 yrs Firm Age
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- Custodian
- Folio Investments · Interactive Brokers · Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-2016
- Office Locations
- 1
Office Locations
-- Crows Landing CA
About Influx Capital Management
Influx Capital Management is a Crows Landing-based RIA. The firm has been operating for 10 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Folio Investments and Interactive Brokers.
Team overview
46 AVG AGE
$2.0M AVG AUM / ADVISOR
$180.2K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN STEVEN COSTA
Chief Compliance Officer, FOUNDER, Investment Advisor, PORTFOLIO MANAGER
- CRD
- #5780294
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,982,078 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,982,078 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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