BOFCAL ASSET MANAGEMENT INC.

MENLO PARK, California·3 registered advisors·CRD# 166828
SEC# 801-778012(415) 757-2654
01

Firm Overview

AUM
$184M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Compensation
Percentage of AUM
Other: SERVICE PROVIDER FEES FROM CERTAIN MONEY MARKET FUNDS
03

Specialties

Wealth Management
04

Advisors at BOFCAL ASSET MANAGEMENT INC.

3 registered advisors
Adam Charles Dean
SAN FRANCISCO, California
Jose V. Sarmenta
MENLO PARK, California
Stefan Alan Fencl
DURHAM, North Carolina
05

Office Locations

DURHAM, North Carolina
1 advisor
MENLO PARK, California
1 advisor
SAN FRANCISCO, California
1 advisor

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Data sourced from SEC Form ADV filings. BOFCAL ASSET MANAGEMENT INC. (CRD# 166828) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.