Phocas Financial Corporation
Phocas Financial Corporation (CRD# 135470) is a financial advisory firm headquartered in Alameda, CA. They manage $795,743,586 in 69 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management796MILLION
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$11,532,516
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
Kevin Granger (CRD# 2093058) is an Investment Advisor Representative working at Phocas Financial Corporation in Alameda, CA and has over 23 years of experience in the finance industry.
James Murray (CRD# 2651053) is an Investment Advisor Representative working at Phocas Financial Corporation in Alameda, CA and has over 26 years of experience in the finance industry.
William Schaff (CRD# 1577475) is an Investment Advisor Representative working at Phocas Financial Corporation in Alameda, CA and has over 29 years of experience in the finance industry.