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Mark David Inskeep

BOFCAL ASSET MANAGEMENT INC.·MENLO PARK, California
Unclaimed Profile
2420 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 7885620Firm CRD# 166828
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About

Mark David Inskeep 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
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: SERVICE PROVIDER FEES FROM CERTAIN MONEY MARKET FUNDS
Regulatory
SEC/IARD CRD# 7885620
Firm CRD# 166828
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark David Inskeep offer?
Mark David Inskeep specializes in Wealth Management. Contact their office in MENLO PARK, California for a consultation.
What are Mark David Inskeep's credentials?
Mark David Inskeep is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark David Inskeep located?
Mark David Inskeep 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 Mark David Inskeep charge for services?
Mark David Inskeep'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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