Gifford Fong Associates
Gifford Fong Associates is an SEC-registered ria in Lafayette, CA with $517.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Gifford Fong Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142917, SEC 801-67534, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $517.0M (2026-03-06)
- Firm type
- Ria
- Location
- Lafayette, CA
- Employees
- 10
- Clients
- 1
- CRD
- 142917
- Ownership
- FONG, HARRY, GIFFORD; FONG, STEVEN, GIFFORD; FONG, HARRY, CLIFFORD; FONG, TIMOTHY, GIFFORD; FONG, VIVIAN, UNG
How much AUM does Gifford Fong Associates have?
Gifford Fong Associates reported $517.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Gifford Fong Associates?
Disclosed owners and executives of Gifford Fong Associates include FONG, HARRY, GIFFORD, FONG, STEVEN, GIFFORD, FONG, HARRY, CLIFFORD, FONG, TIMOTHY, GIFFORD, FONG, VIVIAN, UNG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.