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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