Unclaimed Profile

Sook Kuan Loh

SQUARE 1 ASSET MANAGEMENT, INC.·SAN FRANCISCO, California

Clean recordSQUARE 1 ASSET MANAGEMENT, INC.

501 SECOND STREET, SAN FRANCISCO, CA 94107CRD# 5949531Firm CRD# 166828

Profile Verification

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

Identity

Sook Kuan Loh · SAN FRANCISCO, CA

Registration

CRD #5949531 · SQUARE 1 ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sook Kuan Loh 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.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Sook Kuan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sook Kuan is the right fit? Take our 2-minute quiz →

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# 5949531

Firm CRD# 166828

View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

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

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sook Kuan Loh offer?

Sook Kuan Loh specializes in Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Sook Kuan Loh's credentials?

Sook Kuan Loh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sook Kuan Loh located?

Sook Kuan Loh 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 Sook Kuan Loh charge for services?

Sook Kuan Loh'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →