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GIFFORD FONG ASSOCIATES

CRD 142917 · SEC 801-67534

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3658 MT. DIABLO BLVD., SUITE 200, LAFAYETTE, CA, 94549-3751, United States

Phone

925-299-7800

Fax

925-299-7815

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$517.0M

Discretionary AUM

$517.0M

Team

10 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-06

Disciplinary history

No

Services

Portfolio management (institutions)

Client types

TypeClientsAUM
State/municipal entities1$517.0M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD