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PHOCAS FINANCIAL CORPORATION
1080 Marina Village Parkway
Suite 520
Alameda, California 94501-1001
Tel: 510-523-5800
About PHOCAS FINANCIAL CORPORATION
PHOCAS FINANCIAL CORPORATION, formally registered with the SEC as PHOCAS FINANCIAL CORPORATION. The firm was established in 06/01/2005. They have over 1 offices throughout the country.
PHOCAS FINANCIAL CORPORATION is a Alameda, California based Financial Planning firm with nearly $829,397,677 assets under management, offering retirement planning & investment advisory services to 56 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135470 |
| SEC# | 801-64317 |
| Assets Managed by Firm | $829,397,677 |
| No. of Clients | 56 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 56 | $829,397,677 |
| Individuals (other than high net worth individuals) | 31 | $53,333,242 |
| High net worth individuals | 11 | $7,578,346 |
| Charitable organizations | 1 | $6,178,124 |
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