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Building 2PHOCAS FINANCIAL CORPORATION

Map pinALAMEDA, CA
Phone510-523-5800
NotebookSEC #801-64317
Total AUM
$682.7M
Employees
10
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1080 MARINA VILLAGE PARKWAY
SUITE 520
ALAMEDA
CA 94501-1001
United States
Operating Hours
8:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
510-523-5800

ReceiptFinancials

Total AUM
$682.7M
Accounts
52
Discretionary
$682.7M
Accounts
52
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$57.3M
HNW Individual Clients
5
AUM
$4.5M
Charitable Organization Clients
1
AUM
$7.2M
Government Entity Clients
11
AUM
$613.5M
Corporation or Business Clients
1
AUM
$278.4K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFL

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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