Phocas Financial Corporation

Phocas Financial Corporation, legally known as PHOCAS FINANCIAL CORPORATION, is a California-based advisory firm with 11 employees, 5 of whom are in advisory roles. Although the number of clients served by the firm is unknown, it was last approved by the U.S. Securities and Exchange Commission on June 1, 2005.

• FRANCES CHIU

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JAMES ARCHIE MURRAY

  PORTFOLIO MANAGER owns more than 10% but less than 25%

• KEVIN FRANCIS GRANGER

  PRINCIPAL owns more than 5% but less than 10%

• STEPHEN LEE BLOCK

  PORTFOLIO MANAGER owns more than 10% but less than 25%

• WILLIAM FRANZ KIM SCHAFF

  CEO, PRESIDENT, CFO AND DIRECTOR owns more than 50% but less than 75%

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• Unveiling Phocas Financial Corp's Strategic Shifts: A Closer Look at Q1 2024 Investments
• Phocas Financial Corp. Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Phocas Financial Corp. Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Phocas Financial Corp.'s Q4 2022 vs. Q1 2023 13F Holdings: Significant Shifts in Valuation and Share Count observed.