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Joseph J Costigan

APRICUS WEALTH LLC·BEAUFORT, South Carolina
Clean record26 years registeredAPRICUS WEALTH LLC
2015 BOUNDARY STREET, BEAUFORT, SC 29902CRD# 4577597Firm CRD# 306239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph J Costigan · BEAUFORT, SC
Registration
CRD #4577597 · APRICUS WEALTH LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

APRICUS WEALTH LLC
Feb 2020 – present
VERITY INVESTMENT PARTNERS
Oct 2014 – Feb 2020
BEAUFORT, SC
DAVIDSON CAPITAL MANAGEMENT
Mar 2000 – Jan 2008
DEVON, PA
02

Registrations & Exams

Registration record
First registered · March 21, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
APRICUS WEALTH LLC
CRD 306239 · SEC 801-123731
AUM
$227M
Regulatory assets under management
Employees
6
179 client accounts
Services offered by APRICUS WEALTH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at APRICUS WEALTH LLC →
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05

Frequently Asked Questions

What services does Joseph J Costigan offer?
Joseph J Costigan specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BEAUFORT, South Carolina for a consultation.
What are Joseph J Costigan's credentials?
Joseph J Costigan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph J Costigan located?
Joseph J Costigan is based in BEAUFORT, South Carolina, working with APRICUS WEALTH LLC. Their office serves clients in the BEAUFORT metropolitan area and surrounding communities.
How does Joseph J Costigan charge for services?
Joseph J Costigan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APRICUS WEALTH LLC?
APRICUS WEALTH LLC has approximately 6 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)MT. PLEASANT (14)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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