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      Details

      General Info

      Phocas Financial Corporation was founded in 2005 and is based in Alameda, California. The partners include William Schaff, James Murray, Steve Block, and Kevin Granger. William, James and Steve are investment professionals who successfully managed assets for institutional and private clients at Bay Isle Financial LLC, a San Francisco based investment advisory firm. Kevin recently joined the team after working in the institutional "manager of managers" arena. Phocas Financial principals have over 80 years of combined investment experience. They are well known and highly regarded in the investment community for their investing acumen, insight, and experience.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Tue
      Wed
      Thu - Fri

      Contact Info

      Phone:

      Main - 510-523-5800

      Address:
      980 Atlantic Ave Ste 106 Alameda, CA 94501
      Link:

      https://phocasfinancial.com

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      Categories
      Financial Services, Banks, Bookkeeping, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers
      Neighborhoods
      Marina Village, West End
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