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Building 2BOFCAL ASSET MANAGEMENT INC.

Map pinMENLO PARK, CA
Phone(415) 757-2654
NotebookSEC #801-77801
Total AUM
$797.6M
Employees
5
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2420 SAND HILL ROAD
SUITE 100
MENLO PARK
CA 94025
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(415) 757-2654
Other Offices
2

ReceiptFinancials

Total AUM
$797.6M
Accounts
28
Discretionary
$797.6M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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Corporation or Business Clients
25
AUM
$797.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SERVICE PROVIDER FEES FROM CERTAIN MONEY MARKET FUNDS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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