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PHOCAS FINANCIAL CORPORATION

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

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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

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

Firm CRD#:

135470

SEC#:

801-64317

No. of Clients:

56

Assets under Management

$829,397,677

No. of Advisors:

8

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