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Adam Charles Dean

SQUARE 1 ASSET MANAGEMENT, INC.·SAN FRANCISCO, California
Unclaimed Profile
500 SECOND STREET, SAN FRANCISCO, CA 94107CRD# 3117304Firm CRD# 166828
01

About

Adam Charles Dean is a registered financial advisor based in SAN FRANCISCO, California, affiliated with SQUARE 1 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# 3117304
Firm CRD# 166828
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Charles Dean offer?
Adam Charles Dean specializes in Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Adam Charles Dean's credentials?
Adam Charles Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Charles Dean located?
Adam Charles Dean is based in SAN FRANCISCO, California, working with SQUARE 1 ASSET MANAGEMENT, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Adam Charles Dean charge for services?
Adam Charles Dean'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 SQUARE 1 ASSET MANAGEMENT, INC.?
SQUARE 1 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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Research
Advisor Fees in CaliforniaNational Fee Analysis
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