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Stefan Alan Fencl

SQUARE 1 ASSET MANAGEMENT, INC.·DURHAM, North Carolina
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406 BLACKWELL STREET, DURHAM, NC 27701CRD# 3106603Firm CRD# 166828
01

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.

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# 3106603
Firm CRD# 166828
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideASHEVILLE Guide
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