Kevin
Granger

Phocas Financial Corporation

CRD#2093058
Investment Advisor
in Alameda, CA

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About this Advisor

Kevin Granger is a financial advisor operating out of Alameda, California who has 16 years of relevant experience. Granger is an advisor for Phocas Financial Corporation. They have been employed by Phocas Financial Corporation for their whole career. Granger holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Phocas Financial Corporation is a business operating out of Alameda, CA. It controls $787 million in assets under management across its 88 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises one charities and foundations. Of its 88 customer accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business provides a wide set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management largely vary depending on which services are offered. Fee types billed by Phocas Financial Corporation typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1080 Marina Village Parkway Suite 520
Alameda, CA 94501-1001

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Phocas Financial Corporation Brokerage Details

Total Assets Under Management

$787,187,033

CA Average: $7,578,581,321
Total Number of Employees

10

CA Average: 43
Total Number of Accounts

88

CA Average: 3,727
Average Account Size

$8,945,307

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kevin Granger Work History

Kevin has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Phocas Financial Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Granger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Phocas Financial Corporation

Kevin Granger
Alameda, CA
Stephen Block
Alameda, CA
William Schaff
Alameda, CA
James Murray
Alameda, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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