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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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
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