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Patrick Timothy Oakes

SQUARE 1 ASSET MANAGEMENT, INC.·DURHAM, North Carolina
Clean recordSQUARE 1 ASSET MANAGEMENT, INC.
406 BLACKWELL STREET, DURHAM, NC 27701CRD# 2253286Firm CRD# 166828

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Timothy Oakes · DURHAM, NC
Registration
CRD #2253286 · SQUARE 1 ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Timothy Oakes is a registered financial advisor based in DURHAM, North Carolina, 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.

Introduction

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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# 2253286
Firm CRD# 166828
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Timothy Oakes offer?
Patrick Timothy Oakes specializes in Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Patrick Timothy Oakes's credentials?
Patrick Timothy Oakes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Timothy Oakes located?
Patrick Timothy Oakes is based in DURHAM, North Carolina, working with SQUARE 1 ASSET MANAGEMENT, INC.. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Patrick Timothy Oakes charge for services?
Patrick Timothy Oakes'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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Other Advisors at SQUARE 1 ASSET MANAGEMENT, INC.

Stefan Alan Fencl
DURHAM, NC
Elliott Chang
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Michael Thien Nguyen
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Donald Charles Savino
SAN FRANCISCO, CA
Kevin Lynn Thompson
SAN FRANCISCO, CA
Mark David Inskeep
MENLO PARK, CA

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Nearby cities in North Carolina
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Research
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