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).

Current Firm Details
1080 Marina Village Parkway, Suite 520, Alameda, CA 94501
http://www.phocasfinancial.com
By the Numbers
  • Total Assets Under Management
    796
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $11,532,516
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Phocas Financial Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Kevin Granger, financial advisor Alameda CA
Kevin F. Granger
CRD#: 2093058
1080 Marina Village Parkway, Suite 520, Alameda, CA 94501

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.

2
James Murray, financial advisor Alameda CA
James A. Murray
CRD#: 2651053
980 Atlantic Avenue, Suite 106, Alameda, CA 94501

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.

3
William Schaff, financial advisor Alameda CA
William F. Schaff
CRD#: 1577475
980 Atlantic Avenue, Suite 106, Alameda, CA 94501

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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