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GIFFORD FONG ASSOCIATES
3658 Mt. Diablo Blvd.
Suite 200
Lafayette, California 94549-3751
Tel: 925-299-7800
About GIFFORD FONG ASSOCIATES
GIFFORD FONG ASSOCIATES, formally registered with the SEC as GIFFORD FONG ASSOCIATES. The firm was established in 02/22/2007. They have over 1 offices throughout the country.
GIFFORD FONG ASSOCIATES is a Lafayette, California based Financial Planning firm with nearly $471,866,324 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142917 |
| SEC# | 801-67534 |
| Assets Managed by Firm | $471,866,324 |
| No. of Clients | 1 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $471,866,324 |
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