AdvisorOS Directory
Claim Profile
JS

Jose V. Sarmenta

BOFCAL ASSET MANAGEMENT INC.·MENLO PARK, California
Unclaimed Profile
2420 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 4109212Firm CRD# 166828
01

About

Jose V. Sarmenta 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# 4109212
Firm CRD# 166828
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MENLO PARK?

Browse all registered financial advisors in MENLO PARK, California or claim this profile if it's yours.

Browse MENLO PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jose V. Sarmenta offer?
Jose V. Sarmenta specializes in Wealth Management. Contact their office in MENLO PARK, California for a consultation.
What are Jose V. Sarmenta's credentials?
Jose V. Sarmenta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose V. Sarmenta located?
Jose V. Sarmenta 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 Jose V. Sarmenta charge for services?
Jose V. Sarmenta'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MENLO PARK
Eric John Chin — CROSSLINK CAPITAL, INC.Rhona Thompson — SIGNIA MANAGEMENT COMPANY, LLCMark Greenstein — DRAPER FISHER JURVETSON MANAGEMENT, LLCDonald F Wood — DFJ MANAGEMENT, LLCSarah Elizabeth Rogers — GLYNN CAPITAL MANAGEMENT, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile