BOFCAL ASSET MANAGEMENT INC.

2420 Sand Hill Road
Suite 100
Menlo Park, California 94025
Tel: (415) 757-2654

About BOFCAL ASSET MANAGEMENT INC.

BOFCAL ASSET MANAGEMENT INC, formally registered with the SEC as BOFCAL ASSET MANAGEMENT INC. The firm was established in 04/03/2013. They have over 3 offices throughout the country.

BOFCAL ASSET MANAGEMENT INC. is a Menlo Park, California based Financial Planning firm with nearly $184,026,503 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166828
SEC#	801-77801
Assets Managed by Firm	$184,026,503
No. of Clients	16
No. of Advisors	5

Fee Structure

A percentage of AUM
Other (SERVICE PROVIDER FEES FROM CERTAIN MONEY MARKET FUNDS)

Advisory Services Provided

Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$184,026,503
Corporations or other businesses	15	$184,026,503

More Retirement Planning firms in Menlo Park, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
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
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Menlo Park, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.