William
Costin
Dakota Investments, LLC
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About this Advisor
William Costin is a financial advisor operating out of Bryn Mawr, Pennsylvania with 5 years of industry experience. Costin is currently employed by Dakota Investments, LLC. Throughout their career, Costin has worked at Edgewood Management, Grandfund Investment Group, LLC, Marmont Partners, LLC and Vigilant Distributors LLC. Costin holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Dakota Investments, LLC is a registered investment firm headquartered in Bryn Mawr, PA. It handles $49 million in assets among its one customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. The company provides portfolio management for investment companies. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Dakota Investments, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dakota Investments, LLC Brokerage Details
$49,109,184
5
1
$49,109,184
Investment Advisory Services
- Portfolio management for investment companies
William Costin Work History
William has been registered as a financial advisor for 5 years.*
Vigilant Distributors LLC
Marmont Partners, LLC
Grandfund Investment Group, LLC
Edgewood Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Costin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dakota Investments, LLC
Bryn Mawr, PA
Bryn Mawr, PA
Bryn Mawr, PA
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