Phocas Financial is an investment advisor in Alameda with $924.28 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Phocas Financial CORP
SEC CIK
IRS number
202647024
SEC advisor number
801-64317
FINRA CRD number
135470
AUM ?
$795.74 mm
(as of 27 Mar 24)
Accounts
69
(as of 27 Mar 24)
Employees
8
(4 investment advisory or research)
Address
Phocas Financial
980 ATLANTIC AVENUE
SUITE 106
ALAMEDA
CA 94501
980 ATLANTIC AVENUE
SUITE 106
ALAMEDA
CA 94501
Phone
(510) 523-5800
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
25 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22