PHOCAS FINANCIAL CORPORATION
SEC Form ADV profile.
Total regulatory AUM
$682,712,667
Discretionary
$682,712,667
Non-discretionary
$0
Firm details
- CRD number
- 135470
- SEC file number
- 801-64317
- Main office
- ALAMEDA, CA, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTP://WWW.PHOCASFINANCIAL.COM
- Fee structure
-
Percentage of AUM
As of October 2026.