Gifford Fong Associates is an investment advisor in Lafayette with $572.35 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
953305625
SEC advisor number
801-67534
FINRA CRD number
142917
AUM ?
$471.87 mm
(as of 29 Jan 24)
Accounts
1
(as of 29 Jan 24)
Employees
10
(5 investment advisory or research)
Address
Gifford Fong Associates
3658 MT. DIABLO BLVD
SUITE 200
LAFAYETTE
CA 94549
3658 MT. DIABLO BLVD
SUITE 200
LAFAYETTE
CA 94549
Phone
9252997800
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21