Unclaimed Profile

Cole James Lohman

BOFCAL ASSET MANAGEMENT INC.·MENLO PARK, California

Clean recordBOFCAL ASSET MANAGEMENT INC.

2420 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 6854184Firm CRD# 166828

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cole James Lohman · MENLO PARK, CA

Registration

CRD #6854184 · BOFCAL ASSET MANAGEMENT INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cole James Lohman is a registered financial advisor based in MENLO PARK, California, affiliated with BOFCAL ASSET MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

BOFCAL ASSET MANAGEMENT INC.

AUM

$184M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BOFCAL ASSET MANAGEMENT INC. →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: SERVICE PROVIDER FEES FROM CERTAIN MONEY MARKET FUNDS

Regulatory

SEC/IARD CRD# 6854184

Firm CRD# 166828

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cole James Lohman offer?

Cole James Lohman specializes in Wealth Management. Contact their office in MENLO PARK, California for a consultation.

What are Cole James Lohman's credentials?

Cole James Lohman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cole James Lohman located?

Cole James Lohman is based in MENLO PARK, California, working with BOFCAL ASSET MANAGEMENT INC.. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Cole James Lohman charge for services?

Cole James Lohman's firm is compensated through percentage of aum, other: service provider fees from certain money market funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOFCAL ASSET MANAGEMENT INC.?

BOFCAL ASSET MANAGEMENT INC. has approximately 5 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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