BOFCAL ASSET MANAGEMENT INC.

MENLO PARK, California·20 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
20
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.

20 registered advisors
Adam Charles Dean
SAN FRANCISCO, California
Arthur Scott Wasson
SAN FRANCISCO, California
Bart R Olson
SAN FRANCISCO, California
Cole James Lohman
MENLO PARK, California
Daniel Joseph Kammer
MENLO PARK, California
Donald Charles Savino
SAN FRANCISCO, California
Douglas Henry Bowers
SAN FRANCISCO, California
Elliott Chang
SAN FRANCISCO, California
Hamid Hussain
MENLO PARK, California
Jose V. Sarmenta
MENLO PARK, California
Judith E Erwin
DURHAM, North Carolina
Kevin Lynn Thompson
SAN FRANCISCO, California
Lisa Nicole Lawson
SAN FRANCISCO, California
Mark David Inskeep
MENLO PARK, California
Michael Thien Nguyen
MENLO PARK, California
Patrick Rusnak
SAN FRANCISCO, California
Patrick Timothy Oakes
DURHAM, North Carolina
Scott Andrew Wallace
SAN FRANCISCO, California
Sook Kuan Loh
SAN FRANCISCO, California
Stefan Alan Fencl
DURHAM, North Carolina
05

Office Locations

SAN FRANCISCO, California
11 advisors
MENLO PARK, California
6 advisors
DURHAM, North Carolina
3 advisors

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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.