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Gifford Fong Associates

● SEC registered since 2007CRD 142917SEC# 801-67534Lafayette, CA
Export (members)
Reg. AUM
$418.6M
Employees
10
Accounts
1
Location
Lafayette, CA

Gifford Fong Associates assets under management

Gifford Fong Associates is an investment advisory firm registered with the SEC based in Lafayette, CA. The firm has been registered since 2007. It reports $418.6 million in regulatory assets under management and employs 10 people.
www.gfong.comView on SEC.gov ↗

Gifford Fong Associates owners & executives

4 reported
NameTitleOwnershipSince
Harry Gifford Fong ControlPresident25-50%1977
Steven Gifford Fong ControlChief Compliance Officer/Ceo10-25%2018
Timothy Gifford FongShareholder10-25%1977
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Frequently asked questions

How much does Gifford Fong Associates manage?

Gifford Fong Associates reports $418.6 million in regulatory assets under management on its Form ADV.

How many employees does Gifford Fong Associates have?

Gifford Fong Associates reports 10 employees.

Where is Gifford Fong Associates located?

Gifford Fong Associates is based in Lafayette, CA and has been SEC-registered since 2007.

Does Gifford Fong Associates disclose fund performance?

Gifford Fong Associates is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3658 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549-3751
Phone925-299-7800
Fax925-299-7815
Office hours8:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$418.6M
Non-discretionary$0
Total (RAUM)$418.6M