GIFFORD FONG ASSOCIATES
CRD #142917 SEC #801-67534 LAFAYETTE, CA 925-299-7800
SEC Registered
Total AUM
$418.6M
Discretionary
$418.6M
Employees
10
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $418.6M | $418.6M | $0 | 10 | 0 |
| Jan 2024 | $471.9M | $471.9M | $0 | 10 | 0 |
| Jan 2023 | $438.1M | $438.1M | $0 | 10 | 0 |
| Jan 2022 | $572.4M | $572.4M | $0 | 11 | 0 |
| Feb 2021 | $432.4M | $432.4M | $0 | 12 | 0 |
| Feb 2020 | $344M | $344M | $0 | 12 | 0 |
| Jan 2019 | $265.9M | $265.9M | $0 | 11 | 0 |
| Mar 2018 | $281.1M | $281.1M | $0 | 10 | 0 |
| Feb 2018 | $281.1M | $0 | $281.1M | 10 | 0 |
| Jul 2017 | $228.8M | $0 | $228.8M | 11 | 1 |
| Mar 2017 | $228.8M | $0 | $228.8M | 11 | 1 |
| Feb 2016 | $205M | $205M | $0 | 10 | 1 |
| Mar 2015 | $192.7M | $192.7M | $0 | 15 | 1 |
| Oct 2014 | $160M | $160M | $0 | 15 | 1 |
| Oct 2014 | $160M | $160M | $0 | 15 | 1 |
| Mar 2014 | $160M | $160M | $0 | 16 | 1 |
| Mar 2013 | $125M | $125M | $0 | 14 | 1 |
| Mar 2012 | $111.1M | $111.1M | $0 | 11 | 1 |
| May 2011 | $132M | $132M | $0 | -- | -- |
| Mar 2011 | $110.2M | $110.2M | $0 | -- | -- |
| Jan 2009 | $106.8M | $106.8M | $0 | -- | -- |
| Feb 2008 | $158M | $158M | $0 | -- | -- |
| May 2007 | $160M | $160M | $0 | -- | -- |
| Jan 2007 | $200M | $200M | $0 | -- | -- |
DateMar 2025
Total AUM$418.6M
Discretionary$418.6M
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$471.9M
Discretionary$471.9M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$438.1M
Discretionary$438.1M
Non-Disc.$0
Employees10
Clients0
DateJan 2022
Total AUM$572.4M
Discretionary$572.4M
Non-Disc.$0
Employees11
Clients0
DateFeb 2021
Total AUM$432.4M
Discretionary$432.4M
Non-Disc.$0
Employees12
Clients0
DateFeb 2020
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees12
Clients0
DateJan 2019
Total AUM$265.9M
Discretionary$265.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees10
Clients0
DateFeb 2018
Total AUM$281.1M
Discretionary$0
Non-Disc.$281.1M
Employees10
Clients0
DateJul 2017
Total AUM$228.8M
Discretionary$0
Non-Disc.$228.8M
Employees11
Clients1
DateMar 2017
Total AUM$228.8M
Discretionary$0
Non-Disc.$228.8M
Employees11
Clients1
DateFeb 2016
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees10
Clients1
DateMar 2015
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees15
Clients1
DateOct 2014
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees15
Clients1
DateOct 2014
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees15
Clients1
DateMar 2014
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees16
Clients1
DateMar 2013
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees14
Clients1
DateMar 2012
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees11
Clients1
DateMay 2011
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2009
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees--
Clients--
DateFeb 2008
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees--
Clients--