Unclaimed Profile

Stefan Alan Fencl

SQUARE 1 ASSET MANAGEMENT, INC.·DURHAM, North Carolina

Clean recordSQUARE 1 ASSET MANAGEMENT, INC.

406 BLACKWELL STREET, DURHAM, NC 27701CRD# 3106603Firm CRD# 166828

Profile Verification

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

Identity

Stefan Alan Fencl · DURHAM, NC

Registration

CRD #3106603 · SQUARE 1 ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stefan Alan Fencl 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.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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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# 3106603

Firm CRD# 166828

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Frequently Asked Questions

What services does Stefan Alan Fencl offer?

Stefan Alan Fencl specializes in Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.

What are Stefan Alan Fencl's credentials?

Stefan Alan Fencl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stefan Alan Fencl located?

Stefan Alan Fencl 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 Stefan Alan Fencl charge for services?

Stefan Alan Fencl'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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