Bofcal Asset Management Inc.

Bofcal Asset Management Inc. (CRD# 166828) is a financial advisory firm headquartered in Menlo Park, CA. They manage $184,026,503 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2420 Sand Hill Road, Suite 100, Menlo Park, CA 94025
https://www.pacwest.com/asset-management
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $11,501,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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, MA

Financial Advisors at Bofcal Asset Management Inc.
No Advisor Found.

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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