GAMBLE JONES INVESTMENT COUNSEL
  • GAMBLE JONES INVESTMENT COUNSEL
  • GAMBLE, JONES, MORPHY & BENT

Adviser Profile

As of Date 09/16/2023
Registration status Terminated
ADV Location PASADENA, CA, United States
Contact Info 626 xxxxxxx
Websites
AUM* 1,598,925,743 -20%
of that, discretionary 1,107,313,191 -22%
Number of Employees 17
of those in investment advisory functions 13 18%
Private Fund GAV* 0
Avg Account Size 1,420,005 -95%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 1B 807M 605M 403M 202M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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