PHOCAS FINANCIAL CORPORATION - Financial Advisor in California, Alameda

Tel: 510-523-5800 1080 Marina Village Parkway Suite 520 Alameda, California 94501-1001

About PHOCAS FINANCIAL CORPORATION

PHOCAS FINANCIAL CORPORATION is a Alameda, California based financial advisory firm with nearly $829,397,677 in assets under management and provides investment advisory services for 56 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

135470

Firm SEC#:

801-64317

Assets Under Management:

$829,397,677

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

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