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Cole James Lohman

BOFCAL ASSET MANAGEMENT INC.·MENLO PARK, California
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2420 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 6854184Firm CRD# 166828
01

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.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
BOFCAL ASSET MANAGEMENT INC.
BOFCAL ASSET MANAGEMENT INC.
AUM
$184M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BOFCAL ASSET MANAGEMENT INC. →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: SERVICE PROVIDER FEES FROM CERTAIN MONEY MARKET FUNDS
Regulatory
SEC/IARD CRD# 6854184
Firm CRD# 166828
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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