William
Schaff
Phocas Financial Corporation
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About this Advisor
William Schaff is a financial advisor based in Alameda, California, working with Phocas Financial Corporation. William has previously held positions at Anira Advisory Group, LLC and Phocas Financial. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, William is part of Phocas Financial Corporation, which operates out of Alameda, California. The firm has 8 employees and manages assets totaling $795.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Phocas Financial Corporation includes asset-based fees.
Certifications and Registrations
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Phocas Financial Corporation Brokerage Details
$795,743,586
8
69
$11,532,516
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
William Schaff Work History
Anira Advisory Group, LLC
Phocas Financial
Disclosures
Please visit the SEC profile of William Schaff 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
Alameda, CA
Alameda, CA
Alameda, CA
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