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William Franz Kim Schaff

PHOCAS FINANCIAL CORPORATION·ALAMEDA, California
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1080 MARINA VILLAGE PARKWAY, ALAMEDA, CA 94501-1001CRD# 1577475Firm CRD# 135470
01

About

William Franz Kim Schaff is a registered financial advisor based in ALAMEDA, California, affiliated with PHOCAS FINANCIAL CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
PHOCAS FINANCIAL CORPORATION
PHOCAS FINANCIAL CORPORATION
AUM
$829M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PHOCAS FINANCIAL CORPORATION →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1577475
Firm CRD# 135470
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Franz Kim Schaff offer?
William Franz Kim Schaff specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ALAMEDA, California for a consultation.
What are William Franz Kim Schaff's credentials?
William Franz Kim Schaff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Franz Kim Schaff located?
William Franz Kim Schaff is based in ALAMEDA, California, working with PHOCAS FINANCIAL CORPORATION. Their office serves clients in the ALAMEDA metropolitan area and surrounding communities.
How does William Franz Kim Schaff charge for services?
William Franz Kim Schaff's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHOCAS FINANCIAL CORPORATION?
PHOCAS FINANCIAL CORPORATION has approximately 8 employees and manages $829M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALAMEDA
Paul Joseph Deeley — HEEG ALBERT JOSEPH JR.Keith Ronald Alm — HEEG ALBERT JOSEPH JR.Yolanda Waggoner Foreman — PHOCAS FINANCIAL CORPORATIONJames Archie Murray — PHOCAS FINANCIAL CORPORATIONAlbert Joseph Heeg — HEEG ALBERT JOSEPH JR.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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